As we enter what feels like an unprecedented new year of volatility, market pressure, and uncertainty, many investors are on edge. Fear can cause many to lose their better judgement. In these moments, it is critical to focus on the long term and resist the temptation to try to time the market. Let’s sort through the noise, and put some of this recent volatility in perspective.Read More
Cost basis is a crucial piece in determining how much gain/loss from the sale of an investment will be reported on your tax return.
Despite cost basis being so important, required accurate reporting of cost basis by custodians has only been in effect since 2011 for stocks (and 2012 for mutual funds).Read More
The financial services industry is having a conversation. At the center of this conversation are women: women in financial service provider roles and women as investing clients.
Depending on which metrics you are tracking, it is reported that only one in four financial advisors are women.Read More
With the new tax reform, now is a good time to re-evaluate your current and future tax strategies. With the ultimate goal of increasing after-tax return, the focus here will be less on items like standard deductions, personal exemptions or child tax credits and more on investment tax toolsRead More