Why You Need an Evolving Financial Plan
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations […]
3 Tips for Evaluating Portfolio Performance
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments that match these criteria. And this is only the beginning. Portfolios require regular monitoring and performance evaluation to ensure that the assets you own are still working together to help […]
[VIDEO] Happy Thanksgiving
Recipe of the Month: Bread Dipping Oil
Often we don’t want a big meal. A delicious oil mixture to dip chunks of Italian or crusty French bread is all we need for a great evening. Below is my recipe for Bread Dipping Oil. Bread Dipping Oil Stir together the Olive Oil, basil, parsley, garlic, thyme, oregano, black pepper, rosemary, salt, red pepper, […]
[VIDEO] What To Expect During A Meeting
Should You Make Early Withdrawals from Your 401(K)?
Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your 401(k) grows tax-deferred. Withdrawals are subject to income tax. To encourage people to keep money in their 401(k)s until retirement, the IRS may charge a 10% early withdrawal penalty on […]
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people and organizations in need; they also confer a potential tax benefit to the giver. Recent changes to the tax code resulting from the COVID-19 pandemic have also incentivized charitable giving, […]
[VIDEO] United States Equity Markets
How Diversifying Your Portfolio Can Mitigate Risk
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here’s a look at what diversification is, why it matters, and how to do […]
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to understand the ins and outs of stock options to […]
