/Financial Planning

Tax Moves to Consider in Summer

Tax Moves to Consider in Summer What's not to love about summer? Spending days out on the trails and rivers, and nights by the campfire. Summer activities seem endless, but there is usually one summer activity people forget about--their financial matters. That's right, summer is a good time to consider [...]

By |2019-06-21T09:03:15-07:00June 21st, 2019|Financial Planning|

Mo’ Money, Mo’ Problems

Investment Challenges of the Affluent Investor High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only [...]

By |2019-05-15T10:58:00-07:00May 15th, 2019|Financial Planning|

What a Difference a Month Can Make!

What a Difference a Month Can Make! How different one quarter can be from the next. The stock market has reminded investors of those truths in a long post-Christmas rally. In the fourth quarter, gloom came over Wall Street. Bearish sentiment grew and left stocks down for the year; the [...]

By |2019-03-05T13:05:29-07:00March 5th, 2019|Financial Planning|

Average Joe missed awesome January

TD Investor Movement Index (IMX) January '19 was the best start of the year for stocks since 1987. However this did not mean that all investors reaped gains. TD Ameritrade has been publishing the "Investor Movement Index" since 2010. The index tracks "where" in the markets most investors [...]

By |2019-02-04T10:52:45-07:00February 4th, 2019|Financial Planning|

Your Diversified Portfolio vs. The S&P 500

Your Diversified Portfolio vs. The S&P 500 “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that while the U.S. equities market [...]

By |2019-01-29T19:09:00-07:00October 24th, 2018|Financial Planning|