Financial Advisor Insights

Can Investment Losses Reduce Your Tax Bill?

Tax-loss harvesting is the process of selling an investment at a loss to offset other gains or carry the loss forward to future years. It's the ultimate silver lining: using the recent losses in your […]

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Here's How You'll Know It's a Good Time to Invest

The COVID-19 outbreak has affected us all in some way at this point. If you’re lucky enough to be bored but employed, you might be wondering whether it’s an opportune time to put money in the stock […]

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How to Prepare Your Finances for a Recession or Prolonged Market Downturn

Getting your finances in order for an extended period of economic difficulty or losses in the stock market will depend on your life stage and financial situation. The coronavirus outbreak has already […]

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With Mortgage Rates So Low, Is Now a Good Time to Refinance?

With 30-year fixed mortgage rates currently averaging around 3.50%, it might make sense for homeowners to consider refinancing. Depending on several factors, such as your current interest rate and […]

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You Shouldn't Be Too Happy About Getting a Big Tax Refund

A tax refund isn’t free money. It’s also not a good indication of whether you paid more or less in taxes compared to the year prior: income, life events, financial circumstances—even tax law—can […]

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Don't Get Taken Down When Your Employer's Stock Sinks

The coronavirus outbreak is yet another example of the dangers of having too much company stock. Some C-level executives are required to hold a certain amount, but many employees voluntarily […]

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Should Doctors and Dentists Refinance Their Student Loans?

Given today’s ultra-low interest rate environment, there’s a unique opportunity for some professionals to refinance their student loans. Since doctors and dentists have some of the largest […]

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Should You Keep Investing Through a Recession?

There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing […]

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The U.S. is in a Bear Market. There Could be a Recession. But This Isn't 2008.

Are We Headed For Another Financial Crisis?

It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the […]

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The Next Big Retirement Threat - Keeping Your Job Past 50

This article was written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes.

A study from the Urban Institute tracked over 20,000 adults over age 51 between 1992 and 2016 to […]

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