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How to Build a Crisis-Ready Portfolio

Posted by Jim Kantowski, CFP®, CPA on May 20, 2020
Over the last 20 years, we have endured three crises that have impacted our lives and our portfolios: the Tech Bubble, the Housing Bubble and Crash of 2008, and now COVID-19. We are often asked what to do during times like this, but the reality is that your ...
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Topics: Financial Planning, Investment News

Giving Tuesday in May

Posted by Elizabeth Wolleben Yoder, CFP on May 05, 2020
You may have seen the national fundraising campaign #GivingTuesdayNow which kicks off today, May 5, 2020. What has typically been a day to kick off thoughts of holiday giving in October, has been moved up to meet the needs of non-profits during the Covid-19 ...
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Topics: Financial Planning

Coronavirus Scams on the Rise

Posted by Billy Hufnell on April 13, 2020
Amid the coronavirus pandemic, scammers are capitalizing on people’s sense of fear and anxiety with false claims that often appear legitimate. They are claiming to have testing kits for the virus, medical supplies, health insurance products, and other offers aimed ...
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Topics: Financial Planning

8 Ways the SECURE Act Could Impact You

Posted by Bill Hufnell, CPA, CFP® on January 03, 2020
Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.
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Topics: Financial Planning, Tax News, Retirement Planning

With Tax Planning, It Pays to Think Ahead

Posted by Bill Hufnell, CPA, CFP® on November 07, 2019
We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the most benefit from tax planning, you need to consider ...
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Topics: Financial Planning, Tax News

Investing - Is it an art or a science?

Posted by Yvonne Talbott Scoggins on July 09, 2019
 
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Topics: Financial Planning, Investment News

When is a company buyout right for you?

Posted by Samantha Sachs, CPA on June 05, 2019
 
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Topics: Financial Planning

Q1 Market Performance - 2019

Posted by Jim Kantowski, CFP®, CPA on April 16, 2019
After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, ...
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Topics: Financial Planning, Investment News

Preparing for Race Day

Posted by Jim Kantowski, CFP®, CPA on February 27, 2019
 
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Topics: Financial Planning

Why Should you Diversify?

Posted by Jim Kantowski, CFP®, CPA on February 04, 2019
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the ...
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Topics: Financial Planning, Investment News