Making Lemonade from Lemons: Tax Loss Harvesting
When life gives you lemons, make lemonade. That is the idea behind tax-loss harvesting, a phrase used to describe various …
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Mutual Funds vs. Exchange Traded Funds
Stocks and bonds are key components of most investment portfolios. But for many investors, particularly those just starting to build …
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3Q 2020 Market Commentary
Phillip Fisher, an American stock investor best known for his 1958 book, Common Stocks and Uncommon Profits, once said that …
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CARES Act Provides Unique Opportunities for 2020 Charitable Giving
The near doubling of the standard deduction under the Tax Cuts and Jobs Act of 2017 (“TCJA”) wrought fears that …
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What Will a Payroll Tax Deferral do to My Social Security?
On August 8, 2020, President Trump signed memoranda and an executive order which included a deferral of the employee portion …
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Investing in Gold: Boom or Bust?
Gold reached a new record high of $2,074.50 per troy ounce on August 7th, its highest price since 2011. We …
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ESG Portfolios:An Evolving Effort to Improve Outcomes
Socially responsible investing has come a long way. In the 1970’s, Milton Friedman argued that social responsibility negatively impacts a …
Read More2Q 2020 Market Commentary
The second quarter of 2020 will be remembered for a very long time. It will be remembered for the myriad …
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IRA vs. Roth IRA
Given the option, would you prefer to be taxed now or later? This is a question essential to the decision …
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A Busy Few Weeks for Fed Watchers
It has been a busy few weeks for Fed watchers! Below are actions and opinions coming out of the central …
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