The Potential Tax Benefits of Donating Stock
With your taxes on the horizon, you may be wondering what you can do to help make things easier. As it turns out, donating stock to a qualified charity provides some tax benefits!
But what if it really is the start of a bear market?
No bull market runs forever. While they can be scary, bear markets can be expected to occur periodically throughout every investor’s lifetime.
Do corrections mark the start of a bear market?
Nobody can predict with any degree of certainty whether a correction will reverse or turn into a bear market (that is, periods when the market is down by 20% or more).
Market returns tend to be muted until late in midterm years
Understanding how markets work over long periods can give you more peace of mind about your financial future. We understand your concerns and are here to answer them. Call us today to discuss your future. This is just one example of how understanding the markets during midterm elections usually works. 901-435-4250
A peek at investing in a Trump or Biden economy
As November 3rd is fast approaching, we seem to be fielding more and more questions about how the presidential election will impact personal investments.
Accelerate your investment account’s growth with automatic recurring contributions
An obvious but under-utilized tool that can quickly accelerate an investment account's growth is a commitment to automatic recurring contributions.
Cash: Trash or King?
Undoubtedly, you are familiar with the adage “cash is king.” It is a well-known expression sometimes used in analyzing businesses or investment portfolios.
Importance of Consulting a Financial Advisor for the Baby Boomer Generation
Is your financial plan on track? Are you diversified to weather the storm when the markets react negatively?
We're here for you as always
The last few weeks have been difficult. The exogenous shock of COVID-19 has created an atmosphere of confusion and panic across the globe.
Credit Score
Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance.
Are you spending as much time following your finances as you are your NCAA Bracket?
After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness.
What should I do?
Showcased by gains in the S&P 500 for all twelve months, 2017 was the least volatile year in the stock market since at least 1986.