Investments

Strategic Wealth Management - Part 3: Optimizing Your Organized Investments

Strategic Wealth Management - Part 3: Optimizing Your Organized Investments

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

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

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 >

Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

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

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 2: First Save, Then Invest

Back to the Investment Basics | Part 2: First Save, Then Invest

Turn your biases on their head, by putting them to work for rather than against you. By pairing your saving goals with inertia-based rules and processes, you’re far more likely to succeed.

Back to the Investment Basics | Part 1: Remembering Summers Past

Back to the Investment Basics | Part 1: Remembering Summers Past

In the face of today’s challenges and tomorrow’s unknowns, we advise looking past recent trends, and focusing instead on a handful of investment basics that have stood the test of time.

How Do We Choose the Investment Strategies We Use? (Part 1 of 2 )

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

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”).

Update to Ukraine, Remaining in the Market and Diversification

Update to Ukraine, Remaining in the Market and Diversification

We continue to see this war rage on, taking the inevitable, somewhat random, and horrible path that wars always do. But, because we're advisors, we want to take a step back and illustrate how being "in the market" and being diversified is very important, even (and especially) during volatile times.