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,…
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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…
What Does it Mean to Have a Balanced Investment Portfolio
Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return…
How Inflation May Affect Your Retirement
When a prospective client over the age of 55 calls my office, more times than not, it is someone who is thinking about retirement. He…
5 Steps to Maximize the Benefits of Your 401k Plan
A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can…