The end of the year can be stressful for many people. Not only are calendars packed with holiday festivities and travel, but there are also all of the end-of-the-year financial preparations to take care of. This guide should help give you a clear view of what needs to get done and when. Hopefully it’ll make […]
How the SPIVA Index Can Help You Invest
Market behavior can rattle even the most seasoned investor’s nerves. In the U.S., we’re coming up on a decade of strong markets and economic growth. But remember, change is always coming. The economy will always have downturns. But that doesn’t mean your portfolio will take a major hit. And if it does? There are ways […]
Quarter 3 review: 2019
The 2019 quarter 3 markets followed much of the same trends as we’ve seen all year: markets are still strong, but with some indication for potential trouble ahead. (Here are the first and second quarter recaps.) All signs are positive right now, but if you look past the next couple of quarters, we could be […]
Managing Internal Capital Gains Exposure
Capital gains exposure can add up if you’re not careful. The best way to avoid them is to be mindful of where you’re vulnerable when you’re building your portfolio. Capital Gains Taxes – What they are, and how they happen Internal capital gains are an increase in the value of an investment that makes […]
Important Deadlines to Know for Your Retirement Plan
If you want to maximize the benefits of your retirement plan, it’s important to note the deadlines that go along with them. Not all retirement plans should be, or can be, set up at the same time. And if you want the tax benefits of your plan, there is a cutoff date to apply your […]
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