Insights for Active Investors
February 5, 2021
What's Really Happening in the Stock Market?
There were two big stock market stories in January, but the media only covered one. Here’s the story many investors missed, why it matters, and w...
Read moreJanuary 22, 2021
How to Start 2021? Maybe Not the Usual Way
Stocks and bonds finished 2020 with unexpectedly strong gains. Did you? Despite all the reasons why stocks could have done poorly—a bear market and...
Read moreDecember 15, 2020
Worried about Higher Taxes? 5 Tax-Smart Moves to Make Now
Will taxes go up under President Joe Biden? That’s a question we’ve been hearing from our wealth management clients, so we thought it would be worth l...
Read moreDecember 3, 2020
Is This Where Markets are Heading in 2021?
Stocks soared in November as uncertainty over the election moved behind us and the news of a viable Covid vaccine gave markets a shot in the arm. ...
Read moreNovember 24, 2020
Everything You Need to Know about Tax-Loss Harvesting
Are you doing enough to manage your investment taxes? When you invest in a taxable account, you are taxed on your investment gains, so you’ll want to...
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