Don't Leave Money on the Table. Tell Your CPA About These Items.
As you gather information for taxes, don't forget these items that may get lost in the shuffle.
Our Thoughts on Ukraine and Investing
We’ve been through periods of geopolitical risk before. Each time, the most effective strategy is simply to stay diversified and remain invested. If your goals haven’t changed, your investment approach should not either.
Will Inflation Hurt Stock Returns?
Here’s some good news: Inflation isn’t necessarily bad news for stocks.
How to Handle a Rough Start to the Year
Well, that wasn’t fun. Volatility returned to stock investing in January as the S&P 500 slid 5.3%. The best response - stay disciplined.
2021 in Review: The Whirlwind Continued
If you rang in 2021 with hopes that the new year would bring some calm ... sorry. We look back at a whirlwind of a year that delivered strong returns for most investors. We also offer some perspective going forward.
Your 2021 Year-End Financial Planning Checklist
Have you checked off your year-end financial planning items?