by mdean | Oct 1, 2024 | Uncategorized
Do you have a concentrated equity problem? We can help. Managing a concentrated equity position—where more than 25% of an individual’s wealth is tied to a single stock or a small group of stocks—presents unique challenges and risks. Whether the concentrated...
by mdean | Aug 19, 2024 | Uncategorized
Stock Market Context Putting the recent stock market sell-off into historical context: A stressful but relatively minor correction. After the volatility we have experienced over the past week, we thought it would be helpful to share some historical context...
by mdean | Aug 19, 2024 | Uncategorized
The hidden costs and disadvantages of having a “forgotten” 401(k) plan. Let’s face it, changing jobs and transferring retirement savings from an old employer’s 401(k) plan can be stressful. But leaving money in a forgotten 401(k) plan from a former employer can...
by mdean | Aug 19, 2024 | Uncategorized
Tax and the Presidential Election As the 2024 presidential election approaches, one thing is clear: whoever takes office will likely face a critical decision regarding significant changes to the tax code set to take effect at the end of 2025. And those changes,...
by Eric Junge | Jul 8, 2024 | Uncategorized
Stocks Plus Cash Does Not Equal Portfolio Diversification While holding a combination of cash and stocks might seem a cautious approach to investing, it falls short of being a truly diversified portfolio. There are several critical reasons why this...
by Eric Junge | Jul 5, 2024 | Uncategorized
Is Now the Right Time to Start or Update My Financial Plan? Creating a financial plan is akin to crafting a roadmap for your financial future, and there’s no time like the present to consider taking this crucial step. The current economic climate,...
