2018 Tax Loss Selling - Tis the Season

The fourth quarter is typically the time of year to review your portfolio for securities that have dropped in value and have a capital loss, which can then be sold and used against capital gains. This...

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5 Ways to be Smart When the Markets Go Down

We all wish the stock market would move only one way - up. Unfortunately, history has shown us that every bull market is followed by an aggressive bear market. Sometimes the market falls hard and fast...

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Preparing Financially for a Baby

There are few things more exciting than preparing for the arrival of a new baby, whether you are a parent, a grandparent, an aunt, uncle or a friend of a new bundle of joy. Being a new mom, I am famil...

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Estate Planning Checklist

Benjamin Franklin once claimed there are two things in life that are inevitable: death and taxes. In the case of those people who die without a will and proper estate planning, the adage can easily be...

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Life Settlements - A Unique Diversification Strategy with Tax Advantages

Taxation is always a key issue for investors as returns can be gradually reduced over time if there is not a proactive tax plan in place, specifically related to investments. In this context, a pruden...

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