facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

ED logo

Sign up for our Actionable Advice.

Equitable Divergence Blog

Every week. Directly in your inbox.

%POST_TITLE% Thumbnail

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.

Read More
%POST_TITLE% Thumbnail

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.

Read More
%POST_TITLE% Thumbnail

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.

Read More
%POST_TITLE% Thumbnail

A Look at Tax Planning for Retirement

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working.

Read More
%POST_TITLE% Thumbnail

Family Business—Laying the Groundwork for Success

Is your growing business still a one-person operation? As your company continues to grow and the workload increases, it is easy to find yourself wearing too many hats and not having enough hours in the day to accomplish everything that needs to be done. At such a turning point, many small business owners turn to their families for help.

Read More