1Q 2021 Market Commentary
Would you rather receive $100 today or $100 one year from now? This might seem like a silly question, because, …
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Revisiting RMDs and QCDs
With the first quarter of 2021 in the books and tax season in full swing, many folks are wondering if …
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A Bit About Bitcoin
The value of a single bitcoin has increased dramatically in just the past seven months. On September 1st, the price …
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When Low Risk Isn’t Low Risk
Much has been made in the news lately about March marking the one-year anniversary of the COVID-19 pandemic. Of course, …
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Rethinking Income in Retirement
As we approach retirement, we begin to think seriously about how we might replace our earned income. We add up …
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4Q 2020 Market Commentary
In investing, as in life, you can’t know what you don’t know. Too often, it’s the things you don’t know …
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Health Savings Accounts as Retirement Savings Vehicles
While the primary purpose of a Health Savings Account (HSA) is tax-incentivized medical expense savings, the benefits of the HSA …
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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 …
Read More3Q 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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