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Does Stock-Picking Work?
Does stock-picking work? In any given period, some stocks go up, some down. It seems logical that if you can simply buy more of the…
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Is there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…
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You’ve got this
You’ve got this! Key Points: If watching the news gets you riled up, turn it off. If you can’t, try to remember they are stirring…
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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…
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Is now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
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What you do makes the difference
What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior…
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Why 2020 was remarkable, yet normal
Why 2020 was remarkable, yet normal 2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic,…
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Tax planning for a Joe Biden presidency
Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code…
