Financial

Spring is in the air. Cheers to brighter skies, warmer weather, and reconnecting! For a long time, many of our portfolios have had a slight bias towards small cap stocks (stocks with a total market value under two billion dollars). Sometimes this bias helps performance and sometimes it hurts. We believe that over the long […]

Well, that was a year to remember! I won’t spend too much time talking about 2020 as we are all looking forward to moving on. However, it may be worthwhile to do a short recap of what happened to markets and how they concluded in 2020. Things were pretty bad in March. All major stock […]

For a few years, my family and I rented a small ranch in a community where I lived. The homes were built in the 50’s and 60’s and many of the people that lived there were the original homeowners. Most of our neighbors were retired, or getting ready to retire, and many of them had […]

Two things in life are certain: death and taxes, but have you ever considered the impact your death has on the taxability of your assets? Depending on how you are saving, you could potentially be passing a tax burden onto your heirs. There are three different ways accounts are treated for tax purposes:  1099 now […]

Have you ever heard of “FAANG,” when it comes to investing? The concept is an acronym for what is currently considered the “5 hot stocks” to buy in current markets. “FAANG” stands for Facebook, Apple, Amazon, Netflix and Google/Alphabet. These are considered 5 of the hottest stocks in the market today. These 5 stocks have […]