Embracing Women’s Day: Your Life, Your Money

2020-03-08T12:11:15-05:00March 8th, 2020|Financial Planning, Investments, women, Women's Day, Women's History Month|

March marks the 31st year of National Women’s History Month, and when it comes to financial planning women certainly have something to celebrate. For many women, long gone are the days that the husband solely controls all the finances and investing. Over the last few decades, women have played a critical role in the [...]

Big Technology Stocks Dominate ESG Funds

2020-03-18T07:39:47-05:00February 10th, 2020|Blog, Investments, IRA, Mutual Funds, renewable, Retirement, Socially Responsible Investing, Uncategorized|

By: Akane Otani Feb 10 ,2020 Source: Wall Street Journal ESG investing is an investment strategy that seeks to consider both financial return and social, ethical/ environmental awareness.  ESG stands for environmental, social, and governance.  ETFs and mutual funds that market themselves as sustainable investments aren’t necessarily focused on companies that fight climate change, develop [...]

Avoid These Three Mutual Fund Mistakes

2019-11-07T18:01:31-05:00November 7th, 2019|Investments, IRA, Mutual Funds, Retirement, Taxes|

With the possibility of a trade war resolution, investors who have been keeping cash on the side lines may start jumping into the market. With over 10,000 mutual funds available, many investors still use this vehicle as their primary investment tool. You’ll keep more after-tax income if you avoid these three mistakes. 1. Judge a [...]

Smooth Sailing IRA Contributions

2014-02-12T07:05:28-05:00February 12th, 2014|Blog, Investments, Taxes|

Most of us know that IRA contributions can be made retroactive to the previous tax year. What most of us don't know is that if the contribution check is not properly labeled, the receiving firm will, by default, apply it to the tax year in which it is received (i.e., 2014). When making a contribution [...]