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Insights from CPAs, business and financial advisors.

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  • 10/17/16--12:57: Politics and the Markets
  • There are investment opportunities for those willing to look at uncomfortable places. Equity momentum is positive across regions. The back-up in interest rates could offer up compelling value in fixed income as well.

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    numbersAs the Dow approaches 20,000 points, we dig into why people care so much.

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  • 01/09/17--14:19: Growth, Value or Both?
  • investmentThe terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It's helpful to understand the opposing ideas, even if you want the best of both in your portfolio.

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    Innenaufnahme einer Industriehalle - fertige Getriebe im MaschinNow is a great time to evaluate your tax situation and implement some strategic measures in order to optimize your 2017 tax bill.

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    stockDiversification plays an important role in financial planning and portfolio management. While picking stocks for a small portion of assets could be interesting or even entertaining, it stacks the odds against outperforming a simple market index.

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    stockDiversification plays an important role in financial planning and portfolio management. While picking stocks for a small portion of assets could be interesting or even entertaining, it stacks the odds against outperforming a simple market index.

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  • 02/16/18--14:18: Market Update
  • market updateWe are in the midst of the 28th time the stock market fell between 10% to 20% since 1945. A peak to trough move in prices such as this happens every three years on average. It should be expected by stock investors. The speed of this fall, however, was extremely quick. It spanned only two weeks in time.

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    dividendsDividends have long been popular with retirees and others who are looking for regular income. But focusing on dividends can be appropriate for almost any investor, especially if dividends are reinvested to purchase additional shares.

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