How to Use Volatility as a Chance to Rebalance at a Discount

Current volatility in the market can often allow emotions to interfere with investment decisions. This is the importance in establishing an investment strategy for the long term so that in difficult times it is easier to stay the course. However, these turbulent times also can reveal potential opportunities in the

Read More

Strategies for Handling Market Volatility

If you were to only consider daily stock market performance, you would likely think that the economy is quite volatile. By contrast, when the stock market is evaluated from a broad perspective, it more clearly shows steady growth over time. There is no one size fits all approach to completely

Read More

Leave-Sharing: Support for Employees in Crisis Time

IRS Ruling Creates Potential Win-Win for Employees Many companies have established leave-sharing plans, which allow employees to donate accrued leave time for use by others in the company.  In general, the employee who donates the time will report that paid time off (PTO) as taxable compensation on their W-2.  However,

Read More

SECURE Act Makes Improvements to Nation’s Retirement Policy

Final legislation enacted December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which consists the most updates to retirement legislation in over a decade.  Many of the provisions aim to encourage more Americans to improve their retirement savings.  And while many of the changes offer

Read More

What is a Personal Financial Specialist?

And what are the benefits of meeting with a Personal Financial Specialist? To continue to be recognized as a contributor to the financial planning sector, the American Institute of Certified Public Accountants (AICPA) has developed its own credential including membership resources.  Titled the Personal Financial Specialist (PFS), candidates must first

Read More