Knowledge for the Journey

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Recessions – How Bad Are They & How Long Do They Last?

Recessions – How Bad Are They & How Long Do They Last?

Turn on the TV or scroll through a news feed in uncertain times and you’re sure to see that nasty “R” word – Recession. “How bad will this be?” “How long will this last?” It’s not uncommon to hear, “This one is different!” or “We’ve never seen this problem before!” So, what does history have to tell us about this topic?

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Your House is Your Home, Not an Investment

Your House is Your Home, Not an Investment

“Why are you throwing away money on rent when you could own?” Have you ever heard this? Its core assertion is that renting a home is an expense while owning a home is an investment. For most homeowners, however, this is unlikely to be the case.

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Between Two Quarantine Camps

Between Two Quarantine Camps

Many of us have lived with the philosophy that “time is money”. Until recently, every unproductive moment was wasted time and, therefore, wasted money. And we constantly fought for the mythical work-life balance.

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4-29-2020 webinar

4-29-2020 webinar

Thanks to all who attended our webinar on 4/29! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn’t able to participate, we’ve made this replay available. We hope you find it helpful!

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You Can Skip Your 2020 RMD…But Should You?

You Can Skip Your 2020 RMD…But Should You?

The recently passed CARES Act allows you to skip your Required Minimum Distributions (RMDs) from all retirement accounts this year. These distributions, required for retirement account owners over age 72 (increased from age 70½ by the SECURE Act), are taxed as income,...

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Can Losses Increase My Investment Return?

Can Losses Increase My Investment Return?

No one likes a seeing their investments lose value. But, as advisors, we ask what opportunities exist in any situation, including market downturns. One such opportunity is called tax-loss harvesting. We discuss what it is, how it can help and when you might consider using it.

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