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2018 Yearly Market Review

As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results.

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Window Dressing Your Mutual Funds

To many of us, this time of year means stringing holiday lights outside, bringing out the inflatable candy canes and decorating windows with frosty snowflakes highlighted by fake candlelight. To financial advisors, this time of year brings another type of behavior: “window dressing” of mutual funds by portfolio managers. Let’s examine what mutual fund window dressing is, how you can spot it and what you should do.

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Retirement Mistakes to Fix Before the Holidays

Many of us spend more time planning our holiday gathering than preparing for our golden years. As a result, we make basic mistakes in trying to fund our retirement. Here are a few of the top mistakes people make to screw up this crucial saving.

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Making A Year-End Tax Plan

As the year winds down, it’s time to get your documents in order and make strategic decisions for your taxes. This is especially important because a lot of tax policy has changed from previous years, so you would be well-served by taking these tax-planning steps right now.

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