10 Benefits of Dollar Cost Averaging (DCA) as an Investment Strategy
Concerns about volatility and competing demands for your money can make investing challenging. Dollar cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of the […]
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Tax Strategies for Retirees: How To Take the Right Decisions
As we approach the latter part of the year, it’s essential to focus on the coming tax season and how the changing tax landscape might affect our financial decisions, particularly for retirees. This year, President […]
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Tax-Smart Investing: 5 Ways to Reduce Taxes on Investments
For high-income earners, investment taxes can seem like a constant drain on their hard-earned returns. However, with the right strategies, you can minimize your tax burden and keep more of your money working for you. […]
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Step-Up in Basis Explained: What You Need To Know
Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
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Tax Loss Harvesting: Is Peak Inflation Behind Us?
The highest inflation in 40 years has rattled consumers, most of whom have never experienced runaway high prices. Unless you’re well into your 60s, this type of environment is new. However, there is hope that […]
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Lucrative Investing Strategies in a Down Market
Stock market downturns are never welcomed, but they are inevitable. Even the most sophisticated investors can’t predict when they will occur or how long they will last. But, if there is any comfort to be […]
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Understanding Market Volatility & Why It Isn’t Always Bad
Since the beginning of the pandemic, the stock market sure has given investors some reasons to feel concerned. It’s been a rollercoaster of ups and downs from the crash in March 2020 to the huge […]
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Top 3 Challenges of a Fixed Income for Retirees
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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3 Reasons Why Now is a Dangerous Time to Invest On Your Own
There’s a lot going on right now in the stock market, and a lot in the country and the world that influences it. From federal government policy and the pandemic to crypto currency and supply […]
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Market Cycles: Understanding The Bull and the Bear
What is the first image that comes to your mind when someone mentions the stock market? Is it the frenzied trading floor on Wall Street? Is it the scrolling of green and red numbers on […]
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