Investing Insights
June 22, 2021
Where to Invest for 4% a Year
“Where can I invest that would provide a 4% a year return?” an investor asked us. “I looked at bonds, but right now bonds are paying so little.” In...
Read moreJune 15, 2021
Annuities: The Good, The Bad & The Alternative
“My broker suggested that I invest in an annuity. Is that a good way to replace my income when I retire?” an investor asked us recently. We’v...
Read moreMay 28, 2021
How to Generate Income in 2021 (Even with Low Interest Rates)
What’s the best way to invest for income? The old approach was to invest in funds and ETFs that pay monthly or quarterly dividends and take those divi...
Read moreApril 20, 2021
Roth IRA Conversions: 4 Key Factors to Consider
Taxes could be going up, so how can you capitalize on your current tax rate? One tax-smart move to consider is converting some of your I...
Read moreApril 16, 2021
The Tax Advantages of Donor-Advised Funds
“What else can I do to lower my taxes?” one of our wealth-management clients asked us recently. Managing her taxes was one of her top priorities, as t...
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