August 2021 Market Commentary

July 2021 Market Commentary

June 2021 Market Commentary

Roth IRAs and Roth Conversions: Key Concepts

By: Diana Castro, CPA, CFP® Associate Advisor Roth IRAs and Roth conversions tend to dominate headlines and talking points when it comes to retirement planning. Tax free growth! Tax free distributions! You only pay tax once! Therefore, this is one of the most frequently brought up planning strategies by potential and existing clients to discuss. […]

Bitcoin Revisited

We last wrote about bitcoin in our Spring 2018 Newsletter article titled Bitcoin, Bubbles, and the Fear of Missing Out, which was written just about the time that Bitcoin prices were peaking near $18,000. Within a year, the price of a bitcoin dropped be- low $4,000. Fast forward 3 years and we see bitcoin recently […]

May 2021 Market Commentary

Back-of-the-Napkin Math Is Not Good Enough: The Importance of True Financial Planning

When it comes to the quality of the rest of your life and your legacy, back-of-the-napkin math is not good enough. The decisions you make now, can have lasting, long-term impacts, and we want to ensure that you are equipped to make informed decisions along the way. While each of us has a unique vision […]

April 2021 Market Commentary

March 2021 Market Commentary

Risk Capacity & Risk Tolerance: The Foundation of Investment Planning

By: Chelsea A. Benoit, CFP® Associate Advisor  One can think of creating an investment plan as finding the best way to assemble the pieces of a financial puzzle. After deciding on the goal(s) of your investment plan, determining the appropriate level of risk to assume to accomplish these goals is essential. This question requires considering […]