Time in the Market vs. Timing the Market
It’s a natural impulse, especially when markets appear like they are about to collapse due to being bloated and overexpensive, and headlines reinforce the idea that a correction is overdue. But history shows that periods of discomfort are often when discipline matters the most.
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Digital Assets Estate Planning – What You’re Probably Missing
Despite their growing importance, digital assets are often ignored when it comes to estate planning. For those that inherit or try to administer estates today, they could be facing a crisis trying to unlock the immense possible value of what gets left behind. This blog will teach readers what they need to learn about digital asset estate planning.
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Inflation and Investing: what happens when the two shall meet?
Coming out of 2021-2022’s historical high inflation, investors are concerned about inflation and its long-term impact. Here are a few common questions from our clients.
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How to cope with Election Angst
Presidential elections have a way of creating angst and anxiety. This happens every four years and we always have many conversations with clients of all political persuasions about what, if anything, they should change in their portfolios due to the upcoming election.
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Government Shutdowns and Their Historical Effect on the Stock Market
Should you also be worried? It’s helpful to look at what has happened to the stock market during past shutdowns.
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Is buying I Bonds a good idea? Here’s a balanced view.
With interest rates and inflation rising, a common question we are receiving is, “Should I be buying I Bonds right now?” We explore that question in this article.
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How Russia Invading the Ukraine could Impact Your Portfolio
In recent months, the escalation of geopolitical threats (such as Russia invading the Ukraine, China threatening Taiwan, and the Iranian nuclear deal) may seem like an ominous cloud that is doomed to negatively impact stock market returns.
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2020 Supplemental Tax Information Resources
Resources that may help you prepare your 2020 tax return. This includes links to third-party investment company information to calculate tax-exempt income at the state level or foreign taxes paid (which may offset a shareholder’s tax liability).
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Prop 19 and how it impacts inherited property for California residents
Prop 19 has significant impact for residents of the state of California who are looking to pass on property as an inheritance.
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Past Reflections on Elections
In the wake of the recent election and the emotional unrest that has ensued, it is beneficial to recall our past writings on this subject.
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How will Prop 19 affect my taxes if it passes?
Do you plan for your child to inherit a home in California? If so, pay attention to recent developments related to Prop 19 and the impact it is likely to have on your property taxes.
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Perspectives on Stock Market Performance
In this article we outline several important facets of historical market performance. This has great relevance to investors who are looking to make successful decisions about how to over or underweight their portfolio positions to maximize performance over the long term.
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What the coronoavirus means for investors
News that the coronavirus is spreading has caused short-term market volatility and it is likely to continue. Although we anticipate that the coronavirus will remain a concern in the coming months, the full and lasting impact on the global economies remains unclear at this point.
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The cost of zero commission trading
Major custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
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3 Things to Mind as You Re-Up Your Benefits this Fall
Most companies will have their open enrollment season for employee benefits starting in October. Before you click “submit” – stop! The decision may not be as simple as you think. Pay attention to these three things as you re-up your benefits this fall.
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