Financial Advisor Insights

Tax-Efficient Funds Don't Belong in Your IRA

This article was originally published by Darrow advisor Kristin McKenna, CFP® by Forbes.

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You'd Hire a Pro for a Home Renovation, So Why 'DIY' with Your Life Savings?

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

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5 Ways to Minimize Tax on Your Investments

As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but […]

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Should You Make Non-Deductible Contributions to an IRA?

Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a […]

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How to Reduce Tax on Your Investments

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

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Taking a Closer Look at U.S. Equity Indices

The S&P 500 is often used as a measure of the entire US stock market, and for good reason, but that sometimes leads investors to believe they need only invest in a fund that tracks the famed index. […]

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Pre-Retirement Market Volatility Looks Very Different in Retirement

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

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What History Can Teach Us About Asset Class Diversification

Setting your asset allocation is like drafting architectural plans when building a home: it provides a map to guide the construction of your investment portfolio. Developing an asset allocation is a […]

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Investing Outside of the S&P 500

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of […]

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What Happens If There's A Market Downturn at the Onset of Retirement?

Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups […]

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