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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

Should You Go To Cash Until The Market Recovers Or Ride It Out?

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

Continue Reading

During Times of Market Volatility, Focus on What You Can Control

Amidst the vast uncertainty in the markets right now, it’s more important than ever for investors to understand the benefits—and limitations—of diversification. Having the right investment mix for […]

Continue Reading

Where Can You Hide When the Market is Down?

The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history can be a helpful lens to view how the market has […]

Continue Reading

A Market Update on the Impact of the Coronavirus

Putting recent volatility into perspective

The COVID-19 virus has roiled the global financial markets in recent days, dominating the headlines. Although the virus does present real risks, it's […]

Continue Reading

Is Tax-Loss Harvesting a Good Idea?

Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to 'realize' the loss for tax purposes. Investors can use this loss to offset taxable capital gains […]

Continue Reading
Options for an Inherited IRA

Popular Articles

What to do with your benefits when changing jobs