Last month, our team of financial advisors wrote about cryptocurrencies and bitcoins. We gave you an overview on the mysterious investment and highlighted some of the dangers. Today, cryptocurrencies are making headlines again. With exponential gains in bitcoins dollar price (currently over $18,000 per unit), coupled by the rollout of a futures market for the currency,…
The Federal Reserve Board can seem mysterious. With signs of the stimulus program unwinding and the recent nomination of Jerome Powell to replace Janet Yellen next year as chair of the board, there’s renewed interest in unpacking this opaque government entity. Our team of Certified Financial Planners want to share a little education with you…
As fee-only-Certified Financial Planners, clients often ask us our opinion about various investments. It seems like we get this question every time there is a new investment fad or a new IPO offering. Because we are investment fiduciaries, we always try to provide advice that puts our clients’ best interests first. The problem with new…
With the Dow at over a record 23,000, we just passed the 28th anniversary of the October 19, 1987 stock market crash, in which the Dow fell 508 points, or 22.6% in one day. That would be the equivalent of about a 5,000 point drop today! I was a Certified Financial Planner with six years…
As fee-only financial advisors, the fall often means some hands on year-end tax planning for our clients. Couple that with recommendations of early filing in the wake of the Equifax data breach and news of a tax reform proposal, and it got us thinking about our tax system. What’s the history behind it and what…
The long‐awaited fall is finally upon us. We are pleased to present our review of the third quarter of 2017. Once again, it’s been a good quarter for stocks, except for some rough patches during August. The past 12 months have been good too, especially for domestic and foreign equities. It’s been a tough year…