Aug 14, 2020 | Behavioral Finance, Investing
Blog “Why the Dow Jones is not a Great Benchmark” It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s...
Aug 7, 2020 | Behavioral Finance, Retirement
Blog “Gifting Responsibly and Avoiding Taxes” Each year, the IRS sets a limit called the annual gift tax exclusion which determines how much you can “gift” to someone else and avoid paying any taxes. For 2020, that annual exclusion amount is $15,000 (this can...
Jul 31, 2020 | Behavioral Finance, Retirement
Blog “The Importance of a Health Savings Account” If the last few months are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and elderly...
Jul 23, 2020 | Coronavirus, Investing
Blog “Trends in a Post-COVID World” Where is the stock market going from here? Why has the market recovered so quickly? If we don’t find a vaccine for the virus soon, will we see a huge drop in the market? These are all common questions we are getting from...
Jul 17, 2020 | Behavioral Finance
Blog “4 Money Lessons They Should Teach in High School” Growing up in America we are taught many valuable things in high school, but an area that has historically been ignored is personal finance. While Chemistry is almost always on the curriculum (I haven’t...
