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Category: Investment Strategy

Leftover 529 Money financial advisorfinancial planningGeneral Planning
What to do with Leftover 529 Money?
September 5, 2024 financial advisor financial planning

Your 529 Has Money Left Over?   So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million families in the U.S. who helped fund college tuition using a 529 college savings plan. And depending on the type of higher education you or …

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Presidential Elections financial advisorfinancial advisor richmondfinancial planner
Presidential Elections – Stay the Course
June 28, 2024 financial advisor financial advisor richmond
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?
February 27, 2024 financial advisor richmond financial planning
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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Santa Claus Rally InvestingInvestment Strategy
The Santa Claus Rally
December 22, 2023
The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...
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Wartime InvestingInvestment Strategy
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 ...
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Tax Loss Harvesting InvestingInvestment StrategyTax
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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60/40 Portfolio financial advisorfinancial advisor richmondfinancial planning
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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Financial Advisor Estate Planningfinancial advisorfinancial advisor richmond
Mistakes Your Financial Advisor Can Prevent
August 4, 2023 financial advisor financial advisor richmond
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...
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