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Category Archive for: ‘Deighan Insights’

2020 11 23 Dwa Lemonade Blogpost

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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2020 10 26 Etf Funds Blogpost Scaled

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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2020 08 07 Blog Post Image Gold

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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2020 07 24 Blog Post Image Butterly

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 …

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2020 6 26 Blog Post Image Plant In Glass Scaled

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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2020 6 19 Blog Post Image Scaled

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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Your Questions – Answered: 2019 SECURE Act and 2020 CARES Act Provisions for IRAs

Lucie Estabrook, CEO of Deighan Wealth Advisors, interviews Senior Advisor, Jenifer Butler, about provisions in the 2019 SECURE Act and …

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2020 3 27 CARES Act Blog Post Scaled

Changes in Required Minimum IRA Distributions under the CARES Act

On March 27, 2020, after unanimous Senate approval, the House approved the Corona virus Aid, Relief and Economic Security (CARES) …

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