Earnings Uncertainty Hits Tech Giants at Critical Market Juncture

Heading into earnings season, the rapidly growing tech stocks that have led the market are being heavily sold off, and it appears as though small caps as well as value stocks are rotating back into the market.

Don’t Get Wiped by Wash Sales

Getting a tax break when you sell a declining investment is one of the few upsides of seeing an investment underperform. So, you wouldn’t want to lose that tax break by triggering an IRS rule called a “wash sale”.

Trump Second Term Just Got More Likely

Following the recent assassination attempt on Donald Trump, the increased likelihood of his re-election has sparked market optimism and a surge in equity prices, reflecting expectations of favorable economic policies.

Words of Wisdom: Peter Lynch

In this article, we reflect on the philosophy of one of the titans of investing: Peter Lynch.

Words of Wisdom: Benjamin Graham

In this article, we reflect on the investment philosophy of Benjamin Graham, the father of value investing, who emphasized the need for a balanced approach to investment.

Here’s Why You Need a Financial Plan

Having a comprehensive financial plan in place is underrated. Here are 5 reasons why: …

Staying Steady in the Face of Uncertainty

It’s not always easy staying steady in the face of market uncertainty. Can partnering with a wealth advisor help you make better decisions and achieve better results over time?

Part 2: End of Year Tax Tips

In Part 2, we provide tips regarding investments, business taxes, and gifting to help you make the most of your financial situation.

Part 1: End of Year Tax Tips

In Part 1, we cover year-end tax planning tips on maximizing deductions, retirement contributions, and more.

Investing in Yourself – For Small-Business Owners