Financial Advisor Insights

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 […]

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Investing Outside of a 401(k) or 403(b) Retirement Account

Looking for ways to invest after maxing out a 401(k) or retirement plan at work is wise, especially considering contributions to retirement accounts may not be enough to fully fund the lifestyle you […]

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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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