Category Archives: Investments

Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked for ways to share that burden with employees. Through profit…

Fixed Income vs. Stock Portfolio

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and the normal level of entertainment…

7 Mistakes First-Time Investors Should Avoid

Investing your money, whether in the stock market or a retirement account, is a good way to take advantage of compounding interest and secure your financial future. However, understanding risk levels and investment products can take time, and many new…

This Is How the Presidential Election Could Impact Your Investments

While the 2020 U.S. presidential race remains front-page news, the outcome of the Nov. 3 election could significantly impact your income, tax bracket, and tax burden, as any changes in government officials could potentially alter the federal tax code in…

How to Use Insurance in Estate Planning

If you want to leave your estate to beloved family members or friends upon your death, a life insurance payout can be key to helping them pay for expenses that could decrease the impact of your estate. Dispersing an estate…

Spotlight on Estate Planning and a New Presidency

While the end of the calendar year often elicits tax and estate planning questions, the political uncertainty in 2020 has led to an increase in inquiries on the subject. One real estate appraiser in Manhattan told a news outlet before…

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Investments