If you have spent any time reading about the principles of investing, you have undoubtedly come across the concept of diversification. We are all familiar with the adage of “not putting all... Read more
Income taxes are one of the biggest expenses we incur. We try to minimize the amount owed by looking for ways to reduce our taxable income. During our working years it is important to strike... Read more
Interest rates have been at historical low levels and even with the recent increases, the 10-year treasury yield is still only at around 1.65% as of this writing. With rates at this level an... Read more
As investors, we all know we are accepting some level of risk when we put money into the stock market. Some of us struggle with the market ups and downs and wonder if there is any way to red... Read more
Most people need to save and invest a portion of their earnings over a long period of time if they want to retire someday. The goal is for this money to grow and provide you with future inco... Read more
In the last six months, I am sure you have seen the monthly interest income in your savings account dwindle down to almost nothing. This is because earlier in the year the Federal Reserve Ba... Read more
There are many things to think about when you are nearing retirement, and one important matter is coming up with a portfolio withdrawal plan. Retirement income planning can be very complex b... Read more
One of the most important elements in constructing any portfolio is to make sure it is diversified. This is accomplished by including equity, debt, and cash holdings in your portfolio. For y... Read more
Market volatility is normal and inevitable. It is characterized by high trading volumes and problems matching buy and sell orders due to an imbalance of trade orders in one direction. This c... Read more
When shopping for a financial advisor, it can be overwhelming trying to narrow down all the available choices. There are so many options – should you go with a big-name bank, a small firm, o... Read more