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Tax Loss Harvesting

This tax strategy utilizes losses from your stocks, ETFs and mutual funds to offset ordinary income taxes or offset gains from other parts of your portfolio.

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Throwing Darts to Pick Stocks

A group of journalists throw darts to pick a stock portfolio and compare the one-year results to a portfolio picked by professionals. Which is the better investment?

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Financial Planning Opportunities

There are many inflection points in our lives where we make long-lasting financial decisions. The interesting thing is that they tend to occur throughout our early lives before we think to hire a financial planner!

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Your Time is Valuable

One of the massive benefits of working with a personalized advisor is to save you time. I share a recent example of that in my own practice.

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529 Plan Fees: More Details Thumbnail

529 Plan Fees: More Details

Some readers wanted more information on where to find their fees and what they may be - so I wanted to provide some more details on 529 plan fees.

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