Current Market Risks and Your Retirement

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in [...]

By |2023-03-28T13:04:39+00:00March 28th, 2023|Economy, Retirement Planning, Stock Market|0 Comments

Can You Turn Investment Losses Into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

By |2022-12-07T16:21:27+00:00November 7th, 2022|Investing, Stock Market, Tax Strategies|0 Comments

5 Unique Risks for the Affluent Investor

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply [...]

By |2022-10-09T15:18:14+00:00October 10th, 2022|Investing, Stock Market|0 Comments

What Volatility Truly Means

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a [...]

By |2022-09-20T15:08:54+00:00September 19th, 2022|Investing, Stock Market|0 Comments
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