Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

Investing

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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

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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”).

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Update to Ukraine, Remaining in the Market and Diversification

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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.

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Fighter Planes and Market Turmoil

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Fighter Planes and Market Turmoil

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.

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When To Invest Versus When To Hold Back

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When To Invest Versus When To Hold Back

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

Your tax-planning techniques matter at least as much as the tools. They’re also more enduring—especially if you combine them into a unified strategy across your varied financial interests.

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor.

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Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

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Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their bitcoin or similar crypto assets.

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