by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth Management
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits, to changing tax credits—including new rules around Electric Vehicle (EV) and solar benefits—here are some of the most notable changes that may impact your tax bill next...
by Mike Holloway | Dec 13, 2023 | Retirement, Investing, Portfolio, Wealth Management
In finance (and in everyday life) it’s impossible to completely eliminate all risk factors. And that’s a good thing. Without risk, there wouldn’t be a reward—the positive outcome of finding yourself on the right side of a less-than-certain situation....
by Dave McDougall | Dec 13, 2023 | Investing, Portfolio, Wealth Management
When it comes to managing your investment portfolio, traditionally, investors have had two options: Partner with a financial advisor, or build and manage your own investment strategy. But these days, a third option is gaining traction. One that fits somewhere in the...
by Mike Holloway | Oct 30, 2023 | Investing, Portfolio, Wealth Management
Impact investing—also called socially responsible investing or ESG investing—is an intentional way of directing your funds to the environmental, social, and governance causes that matter most to you, empowering investors to do well by doing good. It’s an...
by Kim Clark | Oct 30, 2023 | Wealth Management, Estate Planning, Investing, Portfolio, Retirement
Whether you’re looking for a financial advisor for the first time, or it’s time to change financial professionals, finding the right fit for your family can feel overwhelming. A quick internet search will reveal hundreds of financial advisors in your city alone, and...
by Derek Williams | Feb 20, 2023 | Taxes, Investing
Tax-efficient investing refers to the careful strategies and techniques investors can use to minimize their tax liability on the investments they make. If you’re familiar with tax-free accounts such as Roth IRAs and HSAs, and tax-deferred accounts such as...
