Blog Posts
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making
The ABC’s of Gifting Appreciated Securities
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are
Biblically Responsible Investing – An Objective Look into a Subjective Matter
Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund
When Can I Retire? What Does Life Look Like When I Do?
One of the first questions many people ask us is, “When can I retire?” While we are grateful that people are asking us this question
Cyber Security, Home Security, Personal Security…but SOCIAL Security?
Are YOU Feeling Very Secure?
Somewhat ironic perhaps? “Social Security” conjures up neither feelings of security nor being very social these days. It’s simply not
Tax-Free Anyone? The Many Flavors of “Roth”
One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.
Year-End Tax Strategies – The Clock is Ticking
What’s the #1 service people wish their financial advisor would provide? Tax planning. People like to save money on their taxes – who knew? While