facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Weekly Blog

Is ESG worth it? Thumbnail

Is ESG worth it?

More and more investors want their investments to reflect their values. Yet, there is a persisting belief that “investing for good” involves a trade-off in performance. Years ago that was largely true but today it is not a given.

Read More
Nearing Retirement?  Which bucket to take from first? Thumbnail

Nearing Retirement? Which bucket to take from first?

So, where do you pull money from if needed? Once you turn 59 ½, money can come out of retirement accounts with no penalty however, ordinary income taxes would be due. Therefore, before age 72, one should calculate how these withdrawals could affect their taxable income as the amount withdrawn would be added to ordinary income.

Read More
Lump Sum to Invest? Thumbnail

Lump Sum to Invest?

The reason one may feel it is safer to invest when the share price is rising is merely psychological. It is human nature to want to see an investment (whether a stock or real estate) go up in price. We rationalize that if the price is rising it must be a good thing and provides more safely.

Read More
Schedule a Quick Call