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Markets Discussion Video – Q4 2022

Mark, Erin and Louis are together again to to discuss the prevailing factors influencing the Global Economy, Financial Markets, and the impacts to individual investors. This quarter, we emphasis the role of inflation, the seismic shift in the interest rate

Quarterly Investment Commentary – Q3 2022

MARKET RETURNS:  Global markets continued to sell off in the third quarter as investors incorporated ongoing tightening of financial conditions into asset prices.  U.S. dollar appreciation of over 15% year-to-date was reflected in regional equity returns,

Markets Discussion Video – Q3 2022

Mark, Erin and Louis recap market action over the most recent quarter and discuss what could be in store over the next several months.

Quarterly Investment Commentary – Q2 2022

MARKET RETURNS:  Global markets extended year-to-date declines during the second quarter as the Federal Reserve signaled it would prioritize fighting inflation over supporting economic growth.  Major stock market indexes fell by double-digits, bringing

Markets Discussion Video – Q2 2022

Mark, Erin and Louis review the first quarter of 2022 and discuss potential opportunities and risks

Quarterly Investment Commentary – Q1 2022

MARKET RETURNS:  Global equities closed out a volatile first quarter of 2022 with mid-single digit declines, partially retracing 2021’s strong upward move despite recovering a bit from their intra-quarter trough.  U.S. large company stocks remained the

Quarterly Investment Commentary – Q4 2021

MARKET RETURNS:  Global equities rallied to finish out the year, building upon substantial gains from the first three quarters.  This marks the third year in a row that the world stock market has generated return percentages in the high teens or twenties. 

The Benefits Of a Home Equity Line of Credit (HELOC)

Overview A home equity line of credit, or HELOC, is a line of credit that is secured by your home. They’re most commonly used to cover the cost of home improvement projects, but they can have financial planning benefits beyond that. Here we’ll look at the

After-Tax 401(k)s & The Mega Backdoor Roth

The benefits of saving in a “traditional” 401(K) can be powerful. By contributing pre-tax dollars you reduce your taxable income and will lower your tax bill (e.g., if you make $100,000 and contribute $15,000 to a 401(k), you are only taxed on

Should I Buy Real Estate with my IRA?

Did you know that it’s possible to buy real estate in an individual retirement account (aka your IRA)? Given that possibility, we’d like to walk through the rules and restrictions, as well as the pros and cons, of this option. The main benefit of

Donor-Advised Funds: An Effective Tool for Charitable Giving

With or without a tax write-off, many Americans want to give to charity. After all, financial incentives aren’t usually the main motivation. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We

10 Security Red Flags to Watch Out For

Protecting Your Personal Information In light of increasing risk for security breaches, we want to share the following tips for protecting your personal information and recognizing potential financial scams on an ongoing basis. Information That You Need To

Financial Best Practices

It’s hard (if not impossible) to get from Point A to Point B without a plan. An actionable financial plan depends on understanding all facets of your financial life and taking effective actions. Here are 10 financial best practices to energize your