Blog

While the elections' results might be unclear, one thing that isn't is the market's reaction. 

Year-End Tax and Investment Planning

By taking a proactive role in tax and investment planning, you can save yourself a lot in taxes, improve returns, and ensure that more money remains working toward your goals — and less going to the IRS.

Looking Forward.

We need to remind ourselves that pullbacks are normal and that it's time in the market and not market timing that makes a positive difference to long-term performance and achieving one's investment objectives:

Take Advantage of the 3X Tax Savings of an HSA

Health Savings Accounts (HSA) offer more than just a convenient way to pay for out of pocket medical expenses.  They can be the most tax-advantaged way to save for retirement.

Traditional retirement accounts only have two of the three legs of tax savings:  

Higher Volatility Can Lead To Higher Future Returns

In an interesting set of tables, BlackRock shows how periods of high volatility often lead to higher future returns.

Low Volatility.  A New Type of Fund.

It's not often that you get to "have your cake and eat it too."  In some respects, that's exactly what's happening with low volatility investment funds.  

Pre-Holiday Economic Releases

I'm sure you're more than ready to tune out the markets, work, and all of that other stuff and begin celebrating Thanksgiving with friends and family.

Year-End Tax and Retirement Planning Strategies

Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.

Are You Ready?

Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.

How To Save One Million Dollars

Want to save $1 million for retirement?  Think that's not enough, and the figure should be higher?  Look at the following chart.  It shows how much you need to save monthly based on when you plan to retire and your investment's rate of return.