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Image for Give your Portfolio a Boost: Diversify During Cyclical Markets

Apr 28, 2022

Give your Portfolio a Boost: Diversify During Cyclical Markets

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

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Apr 25, 2022

2021 Tax Filing got you Down?

Having high taxable income sounds and feels great until tax time. Know that short and long-term capital losses can offset long-term capital gains.

Image for A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows

Apr 18, 2022

A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows

Money does not buy happiness, but I believe that it can buy peace of mind. One way your money can do so is through an emergency fund. Having that box checked gave me permission to live a little.

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Apr 10, 2022

Ditch the Documents!

Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.

Image for Inverted – What the Bond Market and Top Gun Have in Common

Apr 4, 2022

Inverted – What the Bond Market and Top Gun Have in Common

Your investment strategy should consider the likelihood of experiencing the occasional recession. If it does, you have already factored slowdowns into your long-term plans.

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Mar 28, 2022

Inheritors of IRAs – Proposed Changes

Are changes to the SECURE Act on the way? It is important to be at the forefront of what is on the table so proper due diligence can be taken in advance of any enactment of proposed acts.

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Mar 22, 2022

The 529A Savings Plan for those with Disabilities

Caring and helping with financial support for individuals with special needs can be complex. The 529A plan is a good savings vehicle to enhance the financial wellbeing of those with disabilities.

Image for The Market is Dropping, What Should I Do?

Mar 22, 2022

The Market is Dropping, What Should I Do?

Markets will not always go up, but they have rewarded the long-term investor over time. We know you get tired of hearing it, the best advice we can give is to stay the course and ensure that your portfolio is aligned with your financial goals.

Image for Married Filing Separately: Who Does That?

Mar 22, 2022

Married Filing Separately: Who Does That?

You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. If so, you may wonder what the "Married, Filing Separately (MFS)" designation is all about. What does it mean, and does it make sense for you?

Image for Market Sell Off: Consider Tax-Loss Harvesting

Mar 21, 2022

Market Sell Off: Consider Tax-Loss Harvesting

Tax-loss harvesting can be one of the few benefits of a market selloff. However, you want to make sure you can use that benefit on your taxes, so knowing the wash-sale rule is important.

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Mar 14, 2022

Do You Need a Mulligan on Social Security?

Deciding when to take Social Security is an important step in your retirement planning strategy, and the right time can be different for everyone.

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Mar 7, 2022

Why is Gas so Expensive?!

The oil and gas market is a complex global market impacted by many factors. Unknown variables (both economic and political) are sure to play a role in pricing, and economists continuously debate their relative importance.

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