Financial Advisor Insights

Should You Rebalance Your Investments When the Market is Up or Down?

Whether the market is setting new highs or in the midst of a downturn, investors need to think a few steps ahead to ensure they’re prepared when current conditions change—that’s where rebalancing […]

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March 2020 is About to Become the Most Volatile Month in Stock Market History

by Kristin McKenna, CFP® on March 31, 2020 in Video, Investing

The selloff in the financial markets triggered by the coronavirus outbreak has been historic. Here are some statistics about March Madness 2020 in the stock market and what recent volatility means […]

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

When the stock market is in turmoil, many investors are tempted to go to cash and wait for the dust to settle before getting back in. One of the issues here is how to time your exit and entry—unlike […]

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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 […]

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