While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals. The reason for this advice is that, on average, 5 years...
This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...
In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....
By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many people this will infect, nor how it will impact the world...
As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: