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Q1 2022: Starting With Volatility
Well, it's finally happened. The high-flying growth stocks of 2020 have crashed hard. Everyone wanted more of these stocks in their portfolios in...
What You Need to Know About Social Security to Maximize Your Benefits
A wrinkle in the timeline In 1983, there was a big concern that the government income replacement plan (social security) would not have enough money...
Financial Planning During a Market Correction
It's that time of year again when we collect and organize our activities from 2021, and file taxes before the April 18th deadline. And in...
Webinar: Health And Wealth At Every Age
For many successful professionals, your energy is focused on your career, to the exclusion of other priorities. As a result, taking care of yourself...
Flourishing Financially: Using SMART Goals To Achieve Your Financial And Wellness Objectives
The fresh start of a new year often prompts us to tackle issues that have consistently defeated our best efforts. Perhaps a better word would be...
What Should You Do About Inflation and Volatility?
This is an important reminder that stock market volatility is a feature, not a bug. For a second there, it felt like we were past the big swings,...
Setting and Achieving Financial Goals
Making progress with your wealth requires setting and achieving financial goals. Each new year feels like a fresh start. I don't know why, since...
2021 Tax Planning Checklist
The deadline to file your 2021 taxes is April 18th. To help you prepare, we've created this tax planning checklist highlighting the documents you...
Q4 2021: A Year In Review
A year like no other. Wait, didn't we say that last year? As the books close on 2021, we're still dealing with a pandemic, the average stock in the...
Year-end Tax Planning Tips for 2021
As we get ready to jump into 2022, it's a good time go over some tax planning tips you can still take advantage of for 2021. You have until December...
The Market Drop: December 2021
It's been a really smooth ride this year. Other than a small dip in October, the worst drop we had so far, all year in the stock market, was 5.33%....
Should I Hold any Chinese Assets in My Portfolio?
We're global investors. Central to the idea of a diversified portfolio is exposure to global markets, because markets, and the assets within them,...
Roth IRA Tax Planning Strategy
As a high-earning professional, you're likely paying a lot in taxes, probably in the neighborhood of 35 to 37% of your earned income. And you're...
Software Engineer Wanted Financial Independence
Jason was a software engineer working at a tech start up when we first connected with him. He had recently left a position at a large multinational for the challenge of a younger, smaller firm. He was earning $150,000 a year, along with a $50,000 bonus, and 500 restricted stock units. In addition, he had $500,000 in RSUs from his previous firm…
Should I Invest in ETFs or Mutual Funds?
When it comes to gaining exposure to industries, markets, and commodities from around the world, investors have thousands of options. The two most...
Corporate Executive Preparing To Retire
When we first met Beth she already had substantial assets, but 20% were in cash, she had five different IRAs with multiple institutions in multiple states, she had multiple brokerage accounts, and there were numerous redundancies and tax liabilities. She was a retired corporate executive who was five years away from Medicare and receiving medical…
Married Professionals Wanted To Pay Off Debt And Build Savings For Retirement
I first started working with Ian when he was a medical student who had inherited a portfolio from his grandparents. He wanted to be a good steward of the money and intended to grow the account while he finished med school so he could use it for a down payment on a house when he graduated. About a year later, Ian married Erin, a professional in the medical field as well…