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Investments

Election Years and Your Investments: Why Staying the Course Pays Off

Election years always bring a wave of uncertainty. For many, it feels like the political stakes couldn’t be higher, and this anxiety can easily spill over into concerns about financial markets. But after 20 years as a financial advisor, I can confidently say that election cycles don’t have to disrupt your investment strategy. In fact, […]

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Breaking Barriers: Women and the Path to Investment Confidence

New research from Fidelity Investments gives a unique insight into how many women approach investing and other financial decisions.1 For example, more than half of all women, compared with just 43 percent of all men, say they would prefer to sit tight and wait out market volatility instead of selling. Women are also less likely

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A Guide to Investing in an Election Year

Election years create a certain level of uncertainty regarding your finances and investments. During continued market volatility, an imminent election can make investors tense. But don’t get too caught up in everything you read and hear without doing your own research. When it comes to elections and investing, surprisingly, there isn’t much of correlation. All followers of political parties believe their party plays a crucial role in the nation’s economic health. But is that really accurate? Is panicking unfounded and potentially financially damaging to an investor’s financial goals? Here are a few things to keep in mind to help you preserve your financial interests as an election approaches.

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Charitable Giving: How You Can Make a Big Impact & Save on Taxes

Charitable giving is an excellent way for individuals and/or businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services. While large corporations may be responsible for a large portion of the donated funds, small

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Your Traditional 401(k) Year-End Review Checklist

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a percentage of the contribution. Are you maximizing these contributions? There are also limits on how much you

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