Financial Health Post-Pandemic: 3 Factors to Assess
A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many. You may be considering ways to better prepare for the next time something unexpected happens in your life. This is a...
The Rotation Trade
The so-called “rotation trade” continued into early February, after a strong Q4. This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” — Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock...
A Year to Remember
Year-End 2020 After a year like this, I don’t know what to say. Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful. We can’t just let such an eventful year pass by unremarked. What just happened here?!...
Tax Loss Harvesting
2020 has presented us with many challenges, but also some opportunities. A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...
Year-end Tax Planning Tips
2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill. Required...
Tax Strategy – Roth Conversion
Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their investment returns. These are things an individual investor cannot control, yet we spend so much time worrying about them! While...
Is 2020 the Year to Gift Big?
With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and estate taxes. In 2018, the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax...
‘Tis the Season for Charitable Giving
The CARES Act passed in March gave new tax incentives to encourage charitable giving in 2020. There are a few tax strategies you can take advantage of this year to help maximize your giving while minimizing your taxes. New Deduction Limits for Cash Gifts The CARES Act...
Our Investment Committee Answers Your Questions – Part 3
In the latest installment of our Investment Committee video series, we respond to a client question about portfolio construction: Are your portfolios more customized to each client or standard cookie-cutter? This is great question that many investors may be...
