Have you ever wondered how you can ensure your charitable contributions have a lasting impact? What if you could streamline your charitable giving while maximizing tax efficiency?

Dollar cost averaging is a straightforward, methodical investment strategy that can help reduce investing anxiety and ease the complexities of trying to time the market.

Tired of juggling multiple investment accounts and struggling to keep track of all your statements and tax forms? Consolidating your investment accounts with a financial advisor can make managing your finances much easier.

If you’ve been a long-time investor, you’re probably experiencing deja vu - after all, this is not the first time we’ve had a bear market.

What exactly are these “I bonds” everyone has been talking about lately? For starters, they are government-backed, and they’re currently paying better rates than many other investments.

The news about certain stocks being targeted by online Reddit boards is not a new story, but the methods certainly are. What the people on the boards are doing is not, for the most part, investing. They are speculating.

Although the stock market has continued to go up, at some point it will reach its apex and you should be sure your portfolio is prepared.

Allowing retirees to skip RMD payments can be advantageous in that it provides a tremendous opportunity for them to recoup losses from the drop in the market. So if you do not need the money to live on, you may want to let it stay put.

During volatile times, fear can cause us to make many mistakes with our money. Investing your funds regularly, and letting capital markets and compounding go to work for you is the best path to long term financial success.

It’s important to know the different types of investments and what they can do for your portfolio. A point of confusion for investors is sorting out the differences between dividend versus growth investments and determining which to choose.

While most investors have a basic knowledge of individual stocks, learning about other common investing vehicles, such as ETFs and how they may be a good alternative for you, could prove to add a greater return on your investment.

The last three weeks have led to intense emotions.  Both inside and outside the market, anxiousness is high due to COVID-19. 

Diversification is an investment strategy seeks to reduce risk and maximize return for long-term investments such as retirement accounts.

Market ups and downs are inevitable. Instead of trying to predict the future based on the recent past, we should be looking to the market itself to find insightful information on expected returns.

The SECURE Act has most Americans having to readjust their retirement plans in order to avoid losing money. However, if you are a solopreneur or a freelancer you may be able to use these new legislative changes to your advantage.

Asset allocation is a fundamental principle of sound investing.  Implementing a strategy and plan into your portfolio is equally, if not more, important to your long-term investment success than the individual securities in your portfolio.

Whether it’s next month or years from now, another recession will eventually happen. What’s important is that you are prepared financially.

It is understandable if you are feeling nervous, as these things often happen quickly and without warning.  But as I said in my discussions with many of you, we have been waiting for events like this to happen for some time.