First-Time Home Ownership: A Big Step with Much to Consider
Though home ownership isn’t the right choice for everyone, many people aspire to own their own home. For first-time homebuyers, …
Read More
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 …
Read More
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 …
Read More
3Q 2020 Market Commentary
Phillip Fisher, an American stock investor best known for his 1958 book, Common Stocks and Uncommon Profits, once said that …
Read More
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 …
Read More
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 …
Read More
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 …
Read More
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 …
Read More
IRA vs. Roth IRA
Given the option, would you prefer to be taxed now or later? This is a question essential to the decision …
Read More