Interest Rate Risk: Why your bonds are worth less now

Interest Rate Risk: Why your bonds are worth less now

Investors expect volatility in the stock market. It’s something that investors accept when they decide to invest in stocks, with the hopes of achieving greater returns than with other investments. With bonds, it’s a different story. This part of a portfolio is...
The SECURE 2.0 Act of 2022

The SECURE 2.0 Act of 2022

The SECURE 2.0 Act of 2022 (the Act), enacted on December 29, 2022, builds on the SECURE Act of 2019, which increased the age of required minimum distributions (RMDs) and eliminated age restrictions for traditional IRA contributions. The legislation could help...
Tax-Loss Harvesting – Don’t Miss the Opportunity

Tax-Loss Harvesting – Don’t Miss the Opportunity

This time of year many people start thinking about year-end tax planning.  An integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio.  What we are going to discuss below can only be done in taxable accounts (i.e....