2020 taught us the importance of building a portfolio that’s prepared for any storm. But you don’t need a crystal ball to create a resilient portfolio; balance and patience are extremely effective on their own. Here’s a look back at index performance for the past year – and what could come in 2021: 2020 index […]
2020 Financial Review: Markets and Economy
After years of market stability, 2020 was the year of curveballs. Oddly enough, we are ending pretty close to where we started the year. We are in a bull market, with stocks ending on a high note. But, as we all know, that’s not what the whole year looked like. Here is a look back […]
Take Stock of Your 2020 Finances
Whenever we come to the end of the year, I always recommend looking back at your finances to see what areas are in good shape, where you may have come up short, and what you want to do differently next year. This review is especially important for your 2020 finances. If you still have them, […]
How Elections Impact Investors
It’s common knowledge that elections impact investors and the markets, but how significant is that impact? And does it vary from election to election? Elections certainly impact investors, but it’s not as simple as that. Here is what history has taught us about election years: No Definite Pattern Looking at elections over the years, there […]
2020 Roth and Backdoor Roth Conversions
COVID-19 left many people short on cash in 2020. Layoffs, furloughs and cut hours meant less income. As challenging and stressful as it is taking a pay cut, even a temporary one, there are some ways to use it to your advantage. If you experienced an income loss steep enough to knock you down a […]
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