Blog

investment planning

Tax Planning & Mutual Funds

In an effort to make your tax bill less scary than usual, this October we are focusing our blogs on tax planning. This blog specifically focuses on mutual fund tax planning. But aren’t my mutual funds investments that I shouldn’t worry about or touch?? (We can actually hear you thinking that.) The quick answer is: […]

An IRA Showdown: Traditional v. Roth

So, you want to start saving more for your retirement, but you’re not sure what type of IRA to start – traditional or Roth. Here’s the skinny on how they are alike and how they are different so you can decide which is right for you. IRA stands for Individual Retirement Account. That means only […]

What to do When the Stock Market Gets Crazy

This January has seen stock market volatility unlike any other January on record. Many investors are panicked, while many are calling it a simple stock market “correction.” Historically, January is a pretty healthy month for stock markets. With international forces and commodity fluxuations at work in the market, it’s easy to get into panic mode […]