Preparing for the Tax Season

Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your tax burden. Your financial advisor is one resource you can tap to help you develop strategies….

Elections & Markets

As the election nears, here’s a chart that caught us by surprise.  What you see below is a graph of three separate $10,000 investments beginning in 1896 through June 2020.  The gray line represents $10,000 fully invested regardless of which party occupies the White House.  The blue line is only invested during a Democratic WH and red only during a Republican WH…

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.
People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately…

An Enduring Philosophy

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as …

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Apple’s Ascent to $1 Trillion

The market has been buzzing about Apple’s $1 trillion market valuation. It’s an incredible amount of wealth creation in any context – but getting to 12 zeros is especially impressive when you consider that Apple was just 90 days from declaring bankruptcy in 1997. Today’s chart shows this milestone – as well as many of the ones …

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