All in a Day’s Work

July 29, 2021|

Just the other day at a social gathering, I was met with a question one might ask a financial advisor.  “Where is the market headed from here?”  I gave my usual answer: “My educated guess [...]

Don’t Get Too Comfortable

May 24, 2021|

Regardless of if you are a recent graduate, mid-career professional, approaching or in retirement I would offer the same advice for life: “Don’t get too comfortable.”  My experience has shown that the most rewarding and [...]

A Closer Look at Roth IRAs

March 18, 2021|

With renewed concerns over higher future tax rates, Roth IRAs are being given a closer look by many investors.  As the tax code can be a landmine to navigate, there are a number of traps [...]

Fine-Tune Your Taxes for 2020 and Beyond

July 7, 2020|

While the The Coronavirus Aid, Relief, and Economic Security Act (aka the CARES Act) did postpone the deadline for tax filing from April 15th to July 15th, those taxes will soon become due.  For those [...]

Does it Pay to “Sell in May?”

May 18, 2020|

It is human nature to try to make sense of the unknown. In this time of great uncertainty, it is not surprising that some investors may be tempted to try to use perceived market patterns [...]

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