Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can . Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a ...
What’s Going on With Trump and the Trade War?
By: Josh Koehnen, MsBA, CFP® If you’ve watched the news, picked up a newspaper or clicked on a link recently, you’ve probably been bombarded with information about the trade war the United States has been engaging in with China. Since the moment Trump took office in 2016, and even before that, ...
Tax Efficiency
What it means; why it counts. The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning double-digit returns, it may not matter if ...
Tax Moves to Consider in Summer
Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax strategy ...
Do Your Investments Match Your Risk Tolerance?
When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets area allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your ...