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Mar 16, 2021

Thinking of a Second Home? Not So Fast.

Purchasing a second home should not be an impulse decision. It requires diligent research and financial commitment. Before you buy, consider the consequences, estate issues, and more.

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Mar 15, 2021

Tales from the Crypt-o

The BItcoin hype is back, but it is important to keep in mind that most of the companies investing in Bitcoin are doing so in very small amounts.

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Mar 15, 2021

Grandparent Owned 529 Plans: What You Need to Know

Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?

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Mar 8, 2021

Hedge Funds: Risky Investment or Portfolio Diversifier?

You must do your research before investing in a hedge fund. You will want to be familiar with the investment strategy and understand the fee structure as well as their liquidation rules.

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Mar 5, 2021

Does My Child Need Life Insurance?

Evaluating the reasons behind a desire to purchase life insurance on a child can be helpful with the question "does it make sense?" If you are protecting against future un-insurability, it's hard to argue an alternative solution.

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Feb 15, 2021

Are you a Gambler or Investor?

Investing in certain parts of the market without a plan can result in the same dynamic as gambling. Are you ready to make a bet?

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Feb 13, 2021

Tax-Free Income In Retirement

For those unfamiliar with the Backdoor Roth IRA, this strategy entails making nondeductible contributions to an IRA and subsequently converting those assets to a Roth IRA.

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Feb 1, 2021

COVID and the Markets – A Year Later

After a surprisingly strong 2020, the stock market continued to perform well through most of January. No one knows what the rest of the year holds, so make sure that your portfolio reflects your long-term goals.

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Jan 28, 2021

GameStop Mania

While many view the Gamestop "short squeeze" as a victory for the 'little guy,' the story remains unfinished. Many individual investors stand to lose out considerably if the share price falls back to realistic valuations.

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Jan 25, 2021

What Should I Do With My Inheritance?

Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.

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Jan 18, 2021

Inflation and the Great Fed Money Pump

The role central banks across the world played in orchestrating an economic recovery cannot be understated. While their efforts succeeded in pushing the stock market to fresh record highs, the prospect of meaningful future price inflation as a consequence is very real.

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Jan 11, 2021

COVID Stimulus #2 and Personal Tax Planning Strategies

After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?

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