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Image for Are You Guaranteeing Losses in Your Portfolio?

Dec 14, 2020

Are You Guaranteeing Losses in Your Portfolio?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.

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Dec 7, 2020

Medicare and Medicaid – What’s the Difference?

Many see Medicare and Medicaid as very similar. While they do have some similarities, the types of benefits and services of each can be distinctly different.

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Dec 2, 2020

What is Robinhood?

What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?

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Dec 2, 2020

How COVID-19 Impacts Real Estate

While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.

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Dec 2, 2020

The COVID Effect on Your Bank Account

The Bureau of Economic Analysis reports that savings almost tripled over the first two quarters of 2020. This additional savings helps to cushion rainy day funds, but in today's low-rate environment, there comes the point that you should think about how to make the cash - that you worked hard for - work even harder for you.

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Nov 30, 2020

2021 Tax Outlook: Proposals & Planning

There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.

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Nov 23, 2020

Tesla Joins the S&P 500 Index – The Impact

The addition of Tesla into the S&P 500 Index has been S&P's most controversial decision in recent history. What are the pros and cons of adding the highly valued car company to the Index?

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Nov 16, 2020

Dow Jones: 30,000 Points?

Investing will always be met with uncertainty, whether the Dow is 20,000 points, 30,000 points, or 40,000 points. It is rarely a smooth ride to that next milestone.

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Nov 9, 2020

Oh, Yuck! It’s Open Enrollment Time!

Open enrollment doesn't need to make you anxious! Review the different options available and to be aware of helpful resources.

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Nov 2, 2020

What's a SPAC?

SPACs, also known as "blank check" companies, have raised over $48 billion this year, and it seems like every day a new one gets announced. But what exactly are they, and how do they work?

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Oct 26, 2020

Great Parents, Bad Savers?

It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.

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Oct 19, 2020

Upcoming Election: Will it Impact Your Estate Plan?

When it comes to estate planning, current policies have never been more favorable than today. Everyone’s goals and intentions for wealth transfer are different, so customizing a strategy that fits your needs is the most important first step.

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