Averaging into equities –
If thinking about “re-balancing” into more (risky) equities – it’s a good idea to do it slowly…
Advantages of Tax-Loss Swapping during market volatility
Tax loss swapping can help take advantage of volatile markets. It is important to consult with an advisor or tax professional here!
The value of being patient and maintaining a long-term perspective when investing.
Preparing for Volatility
Key is to have a safety net that can be used over the long haul if necessary, while continuing to revisit your portfolio to keep your asset allocation in balance.
Tax Savings on Big GAINS on “Employer Stock”
DAF tips that can help take the “bite” out of the tax due for the sale of company stock.
Accurate levels of Umbrella Coverage can often be a blind-spot for people who have increased net worth over time.
A QCD can be a smart option for charitable contributions.
Tax consequences can be different for 529 distributions at the state and federal levels.
To sell or not to sell? Decision making frameworks for selling (or not!) concentrated stock.
One of the Top 5 Mistakes People Make in solid financial planning – Lack Of Discipline
Changes in tax laws affecting support payments (i.e. spousal, child, etc.) and how they in turn affect an overall financial plan.
Financial implications of keeping a home in the event of divorce.
SCHEDULE A COMPLIMENTARY CONSULTATION
Your wealth journey begins here, with us...