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Rebalancing Your Portfolio Without Triggering a Tax Bill

2021-11-29T15:01:45-05:00November 29th, 2021|Blog|

Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock position [...]

Investing in Companies Benefitting from Supply Issues

2021-11-08T16:47:53-05:00November 8th, 2021|Blog|

Investing in Companies Benefitting from Supply Issues By: Stacey Nickens I was visiting a friend recently who decided to make me meatballs. They mixed up the spices and ground turkey, but instead of throwing the meatballs in their oven, they pulled a chunky convection oven out of a cabinet. As they put the meatballs into [...]

3 Bright Spots from October’s Stock Market Performance

2021-11-01T13:46:23-05:00November 1st, 2021|Blog|

3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I encourage [...]

Goals-Based Savings Can Help You Withstand Market Volatility

2021-10-29T11:53:00-05:00October 29th, 2021|Blog|

Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time until [...]

How to Survive a Bear Attack: 6 Strategies for Embracing a Stock Market Downturn

2021-11-01T13:44:55-05:00September 27th, 2021|Blog|

How to Survive a Bear Attack 6 Strategies for Embracing a Stock Market Downturn By: Stacey Nickens Fall is a beautiful time to head out into nature for a camping trip, but enjoying nature doesn't come without risks. You may face dehydration, mosquito bites, and even bears. A bear attack is certainly the worst case [...]

3 Takeaways About the Current State of the Economy

2021-08-16T17:31:16-05:00August 6th, 2021|Blog|

3 Takeaways About the Current State of the Economy By: Stacey Nickens As we finish out August, many of us are packing in pool days and beach vacations while the weather is still nice. You may also be trying to maximize your fun in case the Delta variant continues to spread and forces us to [...]

4 Ways to Prepare for Market Volatility

2021-08-02T15:39:20-05:00August 2nd, 2021|Blog|

4 Ways to Prepare for Market Volatility By: Stacey Nickens Every couple of days, I get an email from a client wondering if they should be worried about a market pullback, rising inflation, or some other catastrophic financial event. Often times, investors in the midst of panic wonder if they should move their money entirely [...]

Investing During Periods of Inflation

2021-05-17T11:40:03-05:00May 17th, 2021|Blog|

Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. In [...]