How is the War in Ukraine impacting the markets?
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.
Is it time to worry?
The unprovoked invasion of this democratic country is a painful tragedy to watch. It is horrific and yet the effects of recent wars on investments have tended to be transitory. Going back to the US invasions of Afghanistan and Iraq, the US stock market initially declined but recovered longer term, with stocks recording positive results for years—and those wars involved US troops on the ground.
When is a college out of your price range?
When is a college out of your child's price range? With big numbers on the table, what is more than your family can afford?
Why Automatic Investment Plans are Awesome
In periods when investment accounts are going down, (like we have experienced in 2022 so far) when we invest during those down periods, and we hold our investments for a long time, we are taking advantage of something called Dollar Cost Averaging.
What, exactly, is retirement today?
For our parents or grandparents, retirement used to mean dad/grampa1 working at the same company for 30 or 40 years (likely in a physically demanding job) and then stopping work completely and collecting a company pension and Social Security benefits
Tax Credit or Tax Deduction?
While they’re both worth getting excited over, it’s important to understand the key differences between tax credits and tax deductions.