Author: Kevin Daniel

It’s all about stocks in investing, right? You may be surprised to learn how “old school” bonds can be an important part of a balanced investment strategy—providing a predictable income stream and stability to investors when added to a portfolio of stocks. Read more…

Bonds often take a backseat to stocks when individual investors think about building their portfolio, but they play an important role in creating a diversified investment strategy. Read more…

It’s a common debate in the investment world. Which is better—active or passive investing? Read more…

According to Fidelity, if you want to retire comfortably, you should have eight times your annual salary saved by age 60 and ten times by age 67. Read more…

Nobody wants to see their portfolio balance drop in a down market. But if you invest for the long term, experiencing ups and downs along the way is inevitable. Tax loss harvesting is one way to use market volatility to your advantage and keep your financial plan moving in the right direction. This Read more…

You've probably seen media reports of successful business owners or celebrities facing financial challenges and wondered how that could happen. It may be surprising that they've gone through bankruptcy or foreclosure, but it turns out that people with high income can be just as susceptible to Read more…