How Long Does it Take for a Bond Portfolio to Recover from a Rise in Rates?
Interest rates and bonds prices are inversely related; when interest rates rise, the value of a bond falls. Given that rates on US Treasury Bonds…
Read more
How to Use Asset Location to Increase After Tax Returns
Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to…
How Are Your Investment Accounts Protected?
When you deposit money into a bank account, the bank uses those funds to make loans. In the unlikely event that too many loans go…
How Market Indices Provide Perspective on Portfolio Performance
As an investor, it’s perfectly natural to ask, how are my investments doing? Most people look at their account values and if they are up,…
3 Ways to Get Tax Benefits from Charitable Contributions
One of the major changes that were made to the tax code by the Tax Cuts and Jobs Act of 2017 was the expansion of…
Payment of Investment Advisory Fees After TCJA
One of the major changes resulting from the passage of the Tax Cuts and Jobs Act was the elimination of all miscellaneous itemized deductions. This…
Retirement and How it Impacts Your Social Security Benefit
In the video When Should You Begin Collecting Social Security Benefits, we’ve discussed considerations to take account when determining when to begin collecting social security…
Rising Interest Rates and Your Investment Strategy
It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero…