The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…
New Year Planning Tips and Resources
As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…
How to Hack Your Health Savings Account to Capitalize on its Tax Advantages
It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…
Myopic Loss Aversion
How often do you look at the stock market or check your investment portfolio? The Digital Age has made access to stock market data and real-time portfolio values increasingly easy. The problem with easier access to real-time market data is that investors can lose sight of the big picture as their Read more…
Compounded Annual Return vs. Average Annual Return
Compounded Annual Return Read more…
Timely Topic: What You Should Know About a Donor Advised Fund
As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…
End-of-Year Tax Planning Tips
My first opportunity to vote in a presidential election was the year 2000. Bush v. Gore. Hanging chads. A month of legal battles until we had a President Elect. I always wondered whether another election would surpass that chaos. 20 years later I have my answer. Read more…
3 Icebreakers For Difficult Conversations With Your Parents About Money
How do you approach difficult conversations about money with your parents? A survey from GoBankingRates found that 73 percent of adults have not had in-depth conversations about money with their parents, which comes as no surprise. Read more…
Will the U.S. Election Affect Stock Market Returns?
With election season heating up, debates on what a Trump or Biden victory could mean for the stock market are intensifying, too. Read more…
6 Smart Ways to Withdraw Retirement Funds and Lower Your Taxes
The global pandemic has had an enormous impact on all of our daily lives, but it presents a unique set of challenges to recent retirees. As the stock-market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets going forward. Read more…
