Stocks fell into a bear market this week and the pundits say that a recession may be on the way. What should you do? If you’re asking this question about your investment portfolio, then the answer is ‘nothing’. As a long term investor, your portfolio should be appropriate for your personal goals and your personal […]
Listen to the Podcast Here: 5. Tax-Loss Harvesting As we wrote in our last post, it hasn’t been very fun in the stock market so far this year. As of the stock market close today (May 18, 2022), the S&P 500 is down 17.68% year-to-date. While we never like to see our portfolios go down, […]
Listen to the Podcast Here: 3. What is Wealth Management? What Does Wealth Management Mean to You? When you hear the term ‘wealth management’, what do you think of? It’s probably not exactly what we would hope, which is why we want to talk some time to explain what wealth management means to us. Maybe when […]