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Investment Management

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Working Wealthy – Risk On, Risk Off

The market has been very good to investors the past few years. Aside from a harrowing but brief downturn in March and April of 2020, investors have been rewarded handsomely for investing in stocks. Is now the time to get greedy? We talk to clients all the time about risk—how much do you need; how […]

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Impact Investing – Constructing A Portfolio

A rapidly increasing number of investors have expressed interest in – and committed dollars to – the realm of sustainable investing. This trend has not been lost on fund managers, who have significantly boosted the number of investment offerings in this field. From the perspective of investors, this change has led to meaningful improvements in […]

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It’s Like Déjà Vu All Over Again

The late New York Yankees catcher Yogi Berra was known for his non-sensical quotes, or “Yogi-isms.” One of which, “It’s like déjà vu all over again,” seems an altogether appropriate way to describe the most recent stretch in the market. We’ve been here before The discovery in South Africa of a new Coronavirus strain called […]

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Reducing Year-End Taxes on Your Investments

Nobody wants additional taxes for the holidays, so throughout the year, we look for ways to minimize them.  With year-end approaching, it’s a good time to review a few strategies that can potentially reduce your tax bill. Tax-Loss Harvesting The goal of tax loss harvesting is to stay in the market while capturing the current […]

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Stagflation…Should You Be Worried?

Stagflation. Its mere mention sends shivers down the spine of anyone old enough to remember the double-digit inflation, high unemployment, and endless gas lines of the 1970s and early-1980s. Ultimately, draconian measures by the Federal Reserve under then-Chairman Paul Volcker successfully wrung inflation out of the economy but not before a sharp rise in interest […]

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Tax Increases and Stock Options. What Does This Mean for You?

With possible tax increases coming soon, what does that mean for your stock options? A new bill could be passed at the 11th hour, and with year-end approaching, now is the time to analyze how this may impact you. Stock Options – A Brief Overview Stock options give employees the right to buy company stock […]

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Bitcoin Boom or Bust?

It’s finally here! There’s an ETF in the US for Bitcoin. The ProShares Bitcoin Strategy ETF hit the market on Tuesday, October 19th. Bitcoin, and more broadly, cryptocurrency, have long been a hot topic and one of intense debate. Is this an asset that is headed for the moon or doomed to fail? There are […]

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You Paid What for That?!

Did you notice that you are paying 9.9% more for eggs and 5.6% more for apples than you did a year ago? Or that a new refrigerator will cost you about 20% more than it did pre-pandemic? Did you know that the backup of container ships at our California ports stands at 29, with an […]

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An Introduction to Impact Investing

The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]

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To Taper or Not to Taper

“To be, or not to be? That is the question: Whether tis’ nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…” – William Shakespeare, Hamlet At the recent Jackson Hole policy summit, Chairman Jerome Powell said that the Fed would likely begin […]

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Buy, Borrow, Die: Not Best for Everyone

With interest rates near historic lows and the market near all-time highs, there are more people borrowing against their portfolios than ever before. Using debt wisely to increase wealth and reduce taxes is not a new concept; however, recently, there has been a spotlight shined on the concept from Wall Street Journal’s article “Buy, Borrow, […]

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Instability and Unrest: The Market’s Reaction

With the recent turmoil unfolding in Afghanistan, should you be worried about a drop in the stock market and its negative impact on your portfolio?  Well, as they often say, history repeats itself.  This situation may be no different.  In the short-term, markets typically drop as a result of significant conflicts, wars, and geopolitical events.  […]

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