What Monsters Are Lurking In Your Portfolio?

What Monsters Are Lurking In Your Portfolio?

It’s the scariest time of the year, as Halloween approaches. It’s time for trick-or-treaters, haunted houses, spooky home decorations, and more. This may be the scariest time of the year, but it only lasts a month. The truth is there could be gaps in your investment...
COVID Economic Update: Fed Chairman Says Recovery Will Take Years

COVID Economic Update: Fed Chairman Says Recovery Will Take Years

On Wednesday, September 16, 2002, Federal Reserve Chairman Jerome Powell offered his assessment of the economic recovery. The press conference offered some positive news, but also a sobering prediction that a full economic recovery will take years.1 The good news is...
5 Ways to Reduce Your Taxes in Retirement

5 Ways to Reduce Your Taxes in Retirement

What are the biggest expenses you’ll face in retirement? Health Care? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just because you are done working, it does not mean you’re done paying taxes. Many...
Are You Facing a Retirement Tax Bomb?

Are You Facing a Retirement Tax Bomb?

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That means you don’t pay taxes on growth as long...
Coronavirus: What are Your Options?

Coronavirus: What are Your Options?

It’s been a volatile few weeks in the financial markets. Up until late January, we were still enjoying the longest bull market in history. In three short weeks, the bull market has ended, and we’ve entered bear market territory. Between Friday, February 21 and Monday,...
What Does the 2020 Election Mean for Your Portfolio?

What Does the 2020 Election Mean for Your Portfolio?

The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will have their conventions and we’ll be heading to the ballot box. Of course, you may already have...