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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]