Columns/Opinions

"Counting down the busiest days until Christmas" by: Jessica Shepard

   For me, the entirety of December feels like a mad rush to get as much done before the holidays as possible.    Now, I never noticed it so much as child, but once I reached adulthood, it only seems to get busier!    Well, save for that stretch during the COVID pandemic at its peak.

PSA: Managing risk at different stages of life

   As an investor, risk is always part of the journey – but how you manage it can depend on where you are in life.    Early in your career, you can invest for growth and take on more risk, knowing you have time to recover from market downturns.

It’s a Bird, It’s a Plane, It’s ‘Constructive’ Criticism

   Alas, the holiday season is upon us.      Along with rolling out the holiday decorations, cheer, celebrations and merriment conjuring up all the warm and fuzzy emotions, comes the less than fond memories of Uncle Harry or Aunt Audrey’s unsolicited, never-ending criticism and advice.

PSA: Is this a good year for tax-loss harvesting?

   Looking to make your portfolio more tax-efficient?   Tax-loss harvesting might be worth a look.   It’s a strategy where you sell investments that have dropped in value to offset gains elsewhere – potentially lowering your tax bill and boosting long-term returns.