Inflation – What You Need To Know

There is much speculation among financial experts that inflation is going to rear its ugly head in the near future. Inflation is the scenario in which most things we purchase get more expensive over time. This can be devastating as your retirement savings don’t go as...

Volatility Is Your Friend

For most investors, volatility in the stock market creates more fear than almost anything else. Bear markets (measured by the S&P 500 being down 20% or more) and smaller corrections (measured by the S&P 500 being down 10%) are enough to cause the common...

Another Tax Season is Upon Us

After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021.  Having a good financial plan in place will help you create peace around the issue of money and that can translate...

Important Dates and Limits for 2021

Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”?  January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...

Harvesting Tax Losses In This Season

As we are quickly approaching the end of the year, I find myself reflecting on the many things I am thankful for. Family, friends, health, and the ability to do meaningful work for wonderful clients to help them create peace around the issue of money are top of mind....

2020 Year End Checklist

It’s hard to believe that 2020 is almost over. Normally we get a little nostalgic this time of year as we reflect on what has transpired so far. Not this year! We couldn’t be more excited to close the books on 2020 and get a fresh start in 2021. Hopefully, there is a...

Beware of the S&P 500!!

What is driving the returns in the stock market this year?  There seems to be a disconnect between the economy and the stock market.  These are concerns I hear frequently.  You may be wondering why the annual return of a globally diversified portfolio...

2021: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: If you have any questions about this topic or any other related...

Our Two Cents on Bitcoin

Let’s start out with a disclaimer: we do not consider ourselves experts on cryptocurrency (or blockchain technology).  At the same time it is our responsibility as advisors to understand enough to identify potential pitfalls and/or opportunities, so we offer this...