Capital Gains Taxes - Timing is Everything

When it comes to taxes, there are certain instances where timing can make a world of difference. The capital gains tax is a perfect example. 

Financial Insecurity

Experiencing anxiety over one's finances is not only normal but, I would argue, natural. In order to gain clarity, we must remove personal biases, and analyze our financial decisions objectively.

Risk Ladder

When it comes to investment risk, there is a lot of ground between low-risk and high-risk. Unfortunately, all too often investors assume that it is an all or nothing proposition. That is far from the case. 


In a world where technology seems to complicate almost every apect of our lives, simplicity can be an oasis. From a financial planning standpoint, keeping things as simple as possible is the best way to reduce anxiety.

Getting Ahead of Inflation

Have you ever heard someone use the phrase "getting ahead" when talking about their finances? Getting ahead of what exactly? The answer is inflation.

Assessing Risk Levels

All investments carry risk. This concept is widely understood by the public, however, determining how much risk a particular investment carries is much more complicated. 

What Is Money?

What is money? This may seem like a silly question, but I assure you it is not. Understanding what money is and how it functions in our economy is vital to financial wellness.

A Bizarre Year in Review

Many will look back on 2020 as a year of unimaginable loss. Investors, however, may have a different take. With the markets fully rebounding to pre-pandemic levels after just five months, the disparity between the fortunes of Wallstreet vs. Main St has left many scratching their heads.

Value v. Growth

In an environment where it seems that growth investing has gotten all of the attention, value stocks rarely get the spotlight. In this blog post we explore the definition of a value stock and why current trends seem to indicate that you probably shouldn't sleep on them.

The Benefit of Liquidity Risk

If it takes you a considerable amount of time to sell an asset (think real estate), it likely possesses a high degree of liquidity risk. However, having to jump through hoops to sell a long term investment isn't necessarily a bad thing; especially in a bear market.