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Friday, April 30, 2021

Now and again, the price action on Wall Street can surprise even the most seasoned investors.Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those...

 

Sunday, April 25, 2021

Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...

 

Sunday, April 11, 2021

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...

 

Wednesday, April 7, 2021

Spend today, save tomorrow?Okay, we've all been there. But if it seems you're always living paycheck-to-paycheck and never able to save anything for the future, then it may be time to make a change .April is Financial Literacy Month....

 

Tuesday, March 30, 2021

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...

 

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Sunday, March 28, 2021

This year, as with every year at Passover, we remember the first Exodus from Egypt and reflect on being a part of the diaspora. The Seder concludes with the phrase “L'shanah Haba'ah B'yerushalayim,” meaning “next...

 

Saturday, December 26, 2020

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”The...

 

Thursday, December 17, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

 

Monday, December 14, 2020

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...

 

Friday, October 30, 2020

The world's events always affect the markets and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

 

Sunday, August 9, 2020

Many experiences in my life I use as a parallel to financial planning and investing. My family is in the process of building a new house. We have an excellent contractor/builder who has guided us through most of the process and made it...

 

Wednesday, July 8, 2020

How to get the most value out of your advisor relationship Here are some practical tips to consider as you begin your new relationship with me as your financial advisor. Practical Questions to Ask: What services do you provide? What...

 

Thursday, June 25, 2020

I hope this finds you safe and healthy. These are unprecedented times for certain. I would like to take this moment to acknowledge the challenges we are facing, and to commend you for holding steady.A quick update on your team:Our...

 

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