investments

Investment Tips for All Seasons

Intro

If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point, you may be making plans to diversify your portfolio or research a more complex investment strategy. But in reality, you should be using this time to get back to the basics.

Tips for Investing in the Stock Market during the Coronavirus Pandemic

Intro

Now that we’re in the heart of coronavirus pandemic, you might be wondering how to avoid further losses. While no one investment technique will protect you during this time of volatility, these following tips can help earn more reliable returns on investment in the new bear market.

Tip #1 – Do Nothing

3 Investment Extremes to Avoid in Any Market

It can be tempting to have extreme thoughts when it comes to investing. After all, public markets can increase or decrease by as much as several percentage points per day! Yet, be sure to keep calm and follow your financial plan.

Navigating a Financial Crisis

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most important things to do to during a crisis. 

Before the Crisis

2018 Tax Changes You Need to Know

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

Elections and the Stock Market: Much to Do About Nothing

It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction.  On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race.

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