In this article, we wrap up our three-part series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm and confident along the way. We can mix and match them as needed to contribute to your investment success. Read More >
Strategic Wealth Management - Part 2: Transitions and Taxes
When you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you manage for this challenge? It helps to identify which trades can be placed promptly, and which may be better managed over time. Read More >
Strategic Wealth Management: A Guide to Organized Investing
It stands to reason: The more wealth you accumulate, the more chaotic your assets and accounts can become. It’s never too late to bring order to your investments. In this first installment in our three-part series, we’ll explore some sensible solutions to this perennial challenge, starting with initial steps you can take to move from random results to a more organized approach. Read More >
Measuring Success: Understanding Your Investment Portfolio's Real Performance
Feeling that your investments might be underperforming? It's essential to step back and critically assess: are your benchmarks realistic? Or, are you chasing the allure of greener, yet elusive, financial pastures? Read More >
What’s Wrong with Depending on Dividend Stocks? Part 2 of 2: Dividend Stocks vs. Total Return Investing
Why we prefer a total return investment strategy instead of seeking more concentrated dividend stock positions, even for retirees who are drawing income out of their portfolios. Read More >
What’s Wrong with Depending on Dividend Stocks? Part 1 of 2: How Dividend Stocks Really Work
Why dividend investing—or, stocking up on stocks with a reputation for consistently paying out attractive dividends—may not be an ideal strategy for generating a dependable income stream out of your investment portfolio. Read More >
Banking on Safety: How Your Assets Are Protected During Times of Uncertainty
It’s hard, and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder, which is why we usually don’t do so. However, it’s worth commenting on the recent banking turmoil, and how this applies to your investments to aide in rational decision-making. Read More >
Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look
SVB Financial Group's struggles are an example of the challenges faced by the broader financial sector as a result of the Federal Reserve's hawkish stance. In case you have questions about what this means and your portfolio exposure, read on. Read More >
Back to the Investment Basics | Part 5: Patience and Personal Persistence
Back to the Investment Basics | Part 4: The Price You Pay Matters
Back to the Investment Basics | Part 3: Our Marvelous Markets
Back to the Investment Basics | Part 2: First Save, Then Invest
Back to the Investment Basics | Part 1: Remembering Summers Past
Our Take on Direct Indexing
How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.
Investing in I Bonds: Making Lemonade Out of Inflationary Lemons
Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).
3-Part Series: Interest Rates, Inflation, and Investment Strategy
After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?