Rebalancing: Why It’s So Important
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains ... Read MoreRead More
Category: Investing
Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. ... Read MoreRead More
2022 Investment Market Recap
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, ... Read MoreRead More
Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so ... Read MoreRead More
Cryptocurrency: Are you missing out?
Do you suffer from FOMO? FOMO stands for Fear Of Missing Out. Just about everyone suffers from this in one way or another. Bitcoin and Dogecoin, among other cryptocurrencies have ... Read MoreRead More
Stocks vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I ... Read MoreRead More
New SECURE Act Signed into Law
On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020. This includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions previously passed ... Read MoreRead More
Should You Be Dollar Cost Averaging?
Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging- The technique of buying a fixed dollar ... Read MoreRead More
Investing in Stocks Vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I ... Read MoreRead More
How to Become a Millionaire on a $30k Salary
Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative. ... Read MoreRead More