3 Things to Remember During Wartime and Your Portfolio

December 20, 2023

Let’s talk current events and your investment portfolio. We’re in an age of information. Never in history has such a large volume of information traveled so far so quickly. It can be daunting at times to know what to listen to and what to ignore. As financial advisers, we’d like …

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Tax Loss Harvesting – Why Your Losses Aren’t Really Lost

December 6, 2023

Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...

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Death of the 60/40 Portfolio?

September 29, 2023 financial advisor financial advisor richmond

News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. ...

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Federal Reserve July Meeting Comments

July 27, 2023 financial planning

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been ...

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3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts

May 22, 2023 apple apple high yield savings account

Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching ...