How to Comfortably Move Your Excess Cash into Your Investments With the volatility and global economic events we’ve experienced this year, it’s easy to understand why some people are apprehensive to start investing their excess cash. But we know that typical savings accounts and CD’s don’t provide enough… Read More »Comfortably Moving Your Excess Cash Into Your Investments
Joshua Duvall, CFP®, RTP
Why TIME IN the market beats “timing” the market When your investments are shaken by volatility, inflation, or geo-political turmoil (sound familiar), it’s important to remember a couple of key investment tips that will help you weather the storm, and focus on the planning strategies that are directly… Read More »Why TIME IN the market beats “timing” the market.
Russia, Ukraine, and What it Means for Your Investments Geopolitical events always rile markets. As investors looking to build wealth, plan for the future, and manage taxes; we need to understand how our ongoing investment strategy and approach to portfolio allocation will be effected by these current events,… Read More »Russia, Ukraine, and What it Means for Your Investments
What to do When Stocks Slide How you react to short-term negative returns shouldn’t be based on your emotional response, but instead should be connected to more actionable things like your stage of life, goals, risk tolerance and time horizon. In this video Joshua Duvall, CFP® discusses how… Read More »What to do When Stocks Slide
What’s the Difference Between Tax Planning & Tax Preparation? With tax season quickly approaching, “getting my taxes done” is something on everyone’s mind. Obviously filing annual tax returns is important, and there are strategies that can help you manage your taxes that can be applied during that process.… Read More »Tax Planning vs Tax Preparation
Adjusting Your Allocation – The Smart Way to Update Your Investments Your investments have to change along with the changes you experience in your own financial life. The question is how do you make allocation adjustments the SMART way – without blowing up your financial plan, incurring undue… Read More »Adjusting Your Allocation
IRS Announces 2022 Retirement Savings Limits The IRS released it’s latest details on 2022 retirement savings limits, and there are a few highlights worth discussing. Normally, these numbers all move up together, but in this case, there are some specific details to watch out for. Retirement planning and… Read More »IRS Releases 2022 Retirement Savings Limits
The Silver Lining of Economic Inflation Inflation is generally viewed as an economic negative. It pushes prices up, decreases purchasing power, and raises taxes, all at the same time. I’m not arguing that inflation is good, I’m just finding a silver lining – a potential hedge against inflation… Read More »The Silver Lining of Economic Inflation
What Happened to Affordable Housing? If you’ve spent any amount of time browsing Zillow for a new home lately, then you might laugh at the term, “affordable housing.” While it may be a favorite platitude of today’s politicians, it certainly doesn’t represent today’s housing market. The median price of… Read More »What Happened to Affordable Housing?
What the Fed Taper Means for Your Financial Future There’s a reason the saying, “Don’t fight the Fed” is so popular among Wall Street pros. With the latest July 2021 minutes, Federal Reserve Chairman Jerome Powell has signaled that the Fed may be ready to start tapering their… Read More »What the Fed Taper Means for Your Financial Future