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If you’re unhappy with your most recent tax bill, your advisor or CFP may have overlooked one or more opportunities you may have had to save on taxes through tax loss harvesting.

Achieving tax alpha maximizes investment returns by minimizing taxes on realized capital gains. Learn how to reach tax alpha and why it’s important in our guide.

So, how do we make sure our children grow up to be financially capable adults? We can start by teaching financial literacy at home with these great tips - be a good financial role model and think of creative ways to get your child involved.

Planning your estate starts with clearly defining your goals and objectives, which could include: providing for the financial security of your family, taking care of the children, addressing special concerns, or avoiding probate.

If you think that inflation may have put a damper on some people’s travel plans, think again. After two years in a pandemic, revenge travel is on the rise this summer. But that doesn’t mean that exploring new places, seeing new sights, and tasting new delicacies is going to be cheap.

Tax-loss harvesting consists of selling a stock for a loss and using the capital loss to offset any gains or income generated throughout the year for immediate tax savings. You see, the IRS code allows investors to deduct up to $3,000 of capital losses annually against ordinary income.

You see, the goal of any well-crafted financial plan is to help you focus on what you want to do with your money—not the trends and noise that can pull you off track. Sure, your plan must be flexible. Yes, you must re-balance your portfolio to avoid taking on too much risk.

Typically, when mortgage rates increase, affordability decreases, and demand slows. Reduced demand also hurts sellers as they need to reduce the prices of their homes in order to attract buyers. While low interest rates tend to increase demand for property.

It’s hard to think about leaving the workforce when you’ve barely entered it. Or when, in the case of many millennials, you haven’t quite hit your earning stride and are also trying to buy a home, start a family, or pay off student loans.

While eliminating these small pleasures might marginally improve your situation, it’s not the solution that those in their accumulation years should be focusing on. Save your energy and focus on actions that will matter more in the long run.

We’ve been incredibly lucky with the stock market over the past decade. Every year since 2013, the S&P 500 has hit new all-time highs—including one from earlier this year. And even though the Nasdaq has been suffering as of late, it has compounded 21% per year for the last five years.

Every March we recognize the contributions of women to events in history and contemporary society with both Women’s History Month and International Women’s Day on March 8th. The esteemed female members of our team came together to give their input on a matter.

Marketing tips from your financial advisor? We know, this isn’t your typical financial advisor post, but we aren’t your typical financial advisors. Yes, you still need to know about taxes and retirement planning, but what about some tips on how to make more money now?!

In case you haven’t noticed (and it’s totally ok if you haven’t), 2022 markets have gotten off to a rocky start. Volatility has been the flavor of the month (going on two months now) and has investors wondering 1) What’s going on? 2) Is the stock market ok? 3) Are you doing stuff?