Posts Categorized: Insights

Highlights of the Tax Cuts and Jobs Act

The tax reform legislation recently passed by Congress significantly changes the landscape for individuals beginning January 1, 2018, and continuing for many years come. For many taxpayers, the changes made by the legislation present a host of tax planning challenges and opportunities going forward. Due to the elimination or limitation… Read more »

Candidate Trump vs. President Trump

The Vote: On November 8, 2016 an election was held to determine who will lead the country for the next four years.  Leading up to the vote, numerous polls were conducted to gauge the mood of the American people and determine their thoughts on the future of our country.  Some… Read more »

Some Thoughts about Risk

When financial markets are stable and investment portfolio values are increasing, few investors think about the risks associated with their investments.  Some investors will get caught up in the frenzy and begin to overweight investments that have done well lately, with the desire to capture as much return as possible. … Read more »

All bonds are safe, low-risk investments, right?

Not exactly. Bonds are issued and traded in a large, complex marketplace. In fact, in terms of total dollars outstanding, the bond market is considerably larger than the stock market. Bonds also differ significantly from one another in terms of their structure and characteristics. These differences can lead one security… Read more »

Beyond Traditional Stocks, Bonds, and Cash

When constructing an investment portfolio, there are several essential components. What comes to mind for most people are the traditional asset classes: stocks, bonds, and cash. There are, however, numerous investments that are often overlooked. They are known as non-traditional asset classes and strategies. In order to better understand these… Read more »