Gold has long been a popular choice for investors seeking stability and diversification in their portfolios as the commodity has historically been used to hedge against economic uncertainty and...
Should I be worried about the Silicon Valley Bank collapse?
The fall of major banks like Silicon Valley Bank, Signature Bank, and Credit Suisse have rightly spooked investors and raised questions about the relative health and sustainability of the banking...
Should I sell a stock when the price declines?
SHOULD I SELL A STOCK WITH A DECLINE IN PRICE Deciding whether to sell or hold a stock can be one of the most difficult and important aspects of investing in equity markets, as our emotions can work...
Why is an economic soft landing so difficult to achieve?
A soft landing is achieved when an economy moves from a growth period in a business cycle to that of slow growth, or no growth, while avoiding a recession. In the U.S., hard and soft landings...
What are the benefits of individual bonds over bond mutual funds when investing in fixed income?
There are unique risks and benefits to investing in either individual bonds or in bond mutual funds. We have detailed a few of these risks and benefits below. Price Stability of Individual Bonds vs....
How can I help my children / grandchildren start investing?
As a parent or grandparent, you want to help guide your loved ones towards a path of success. Teaching them about compound interest and the importance of investing early in life will help guide them...
Should I consider investing in U.S. Treasury Series I Bonds?
Interest rates remain at historically low levels. While we expect the Federal Reserve to start a path toward higher interest rates in March, we are also experiencing high inflation. This can put a...
What is the role of dividend-paying stocks in a portfolio?
In our last Q&A, we discussed the role of fixed income (or bonds) in a balanced portfolio. Continuing on the topic of balanced portfolios, dividend-paying stocks also play a key role in balanced...
Wealth Management Q&As
Wealth Management is more than investment management. It considers the larger picture. While your investments are critical to your success throughout retirement, it is also important to understand how your taxes, finanical plan, estate, and insurance can affect both your overall situation. Do you know when you should begin collecting social security to maximize its benefit? Have you followed the necessary steps to help your assets pass efficiently to your heirs, avoiding probate? If 529 plans are applicable to you, have you considered 529 plan superfunding or how to maximize 529 plan tax advantages? Our wealth management Q&As consist of popular topics among our clients and are not limited to investment management.