Results: 14

The Benefits of Dollar-Cost Averaging

Dollar-cost averaging (DCA) is an investment strategy in which an investor makes regular purchases of an asset at a fixed interval (usually monthly) using the same dollar amount each time, regardless of the asset’s current price. This means that when the asset’s value decreases, the investor is purchasing more shares, and when the value increases, […]

Asset Location for Tax-Optimization

We’ve all heard it said that when it comes to real estate, the most important factors are location, location, and location. Location also matters when it comes to investing, and sometimes where you hold your assets can be just as important as what assets you hold. Even the most impressive returns can be substantially diminished […]

ESG Investing Overview

For many investors, it is important that the money they invest is aligned with their personal values and has a positive impact on the world. With the advent of environmental, social, and governance (ESG) investing, the concept has grown from a niche concern to a mainstream idea. ESG is a set of criteria meant to […]

Is a Backdoor Roth Conversion Right For You?

Roth IRAs are one of the most versatile retirement investment vehicles available. Because they were originally intended to aid young and low-income workers in saving for retirement, Roth IRAs have income limits. However, a loophole in tax law allows even high-income earners to take advantage of a Roth IRA by doing what is known as […]

Municipal Bonds in 2021

The municipal bond market demonstrated its resiliency in 2020 and enters 2021 in a strong position. That said, there are many unknowns in the months ahead. Our latest white paper provides our outlook on how the ongoing pandemic, economic recovery, and changing tax environment could impact the market in the coming year, creating both challenges […]