Wealth Planning

The Impact of Inflation

When we think about risk, what’s more important?  Do we seek the relative protection of bonds knowing that they are likely to perform better in a market downturn?  Or do we concern ourselves with the longer-term impact of inflation and invest in ways that preserve the purchasing power of our assets?

Investing is often about trading short-term risk against long-term goals.  Striking the right balance between the two can make a big difference when it comes to reaching our destination.  Our latest article, The Impact of Inflation, touches on this issue and helps point us in the right direction.

The Impact of Inflation

Reflections On Recent Stock Market Volatility

If you’ve been watching the stock market, you’ve undoubtedly noticed a fair amount of volatility in recent weeks.  At its low, the markets were down by more than 10%. I realize that many investors may be concerned about the sudden volatility in stocks and would like to suggest a few thoughts about recent market activity.

Tax Reform May End a Popular Tax Deferral Strategy for Investors

The proposed Senate tax reform bill contains a provision that could have significant consequences for investors with taxable accounts.  The provision ends a popular tool individuals have long used to defer capital gains taxes or harvest tax losses.  To learn more, please read on...