COVID-19 & Tax/IRA Deadline Updates

COVID-19 & Tax/IRA Deadline Updates

COVID-19 UpdateYou have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much we can save...
September 2020 – Market Commentary

September 2020 – Market Commentary

Market CommentaryJust like July, August proved to be a profitable month for both our portfolios and the stock market indices.  The DOW Jones is still down year to date, but made more strides in August in get back to break even (Source: ...
Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded FundsNow that we have finished discussing diversification, we will dive into the most popular, and arguably the easiest ways, to diversify. That is right. This month we are comparing and contrasting Mutual Funds and Exchange-Traded...
August 2020 – Market Commentary

August 2020 – Market Commentary

Market CommentaryJuly proved to be a profitable month for both our portfolios and the stock market indices.  While the DOW Jones is still down about 11% from the highs earlier this year, it made some progress in July (Source: ...
Diversification: Miscellaneous

Diversification: Miscellaneous

Diversification: MiscellaneousAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you...