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Asset Management Cash Management Forbes Investing Investing During a Crisis

Is Dollar-Cost Averaging in Volatile Markets Better than Investing a Lump Sum?

How should investors navigate wild swings in the stock market? Investing is never easy, especially during one of the most volatile years in the stock market’s history. Whether you have extra cash sitting on the sidelines or are second-guessing your investment strategy, it’s easy to let hindsight bias or a…

Kristin McKennaJune 23, 2020

Current events Diversification Forbes Investing

Big Tech Stocks Are Worth More Than Ever, But New Lawsuits May Create Problems For Investors

Despite the pandemic and global economic shutdown, the S&P 500 was flat on the year as of market close on June 8th, 2020. Since hitting the recent low on March 23rd, the index has rallied more than 45%. During this time, the five largest companies in the world (Apple, Microsoft,…

Kristin McKennaJune 15, 2020

Brokerage Account Cash Management Debt Management Financial Planning Infographics Investing Updated for 2021

What To Do With Excess Cash: 7 Ways to Use Extra Savings

What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If you have extra cash in the bank, you may be wondering if you should invest the money or pay down debt. Assuming you already have…

Kristin McKennaMay 27, 2020

Budgeting Early Retirement Financial Planning Forbes Investing Retirement Planning

Are You Overestimating Your Expenses in Retirement?

How much money do you need saved to retire comfortably? It depends entirely on how much you plan to spend. In this piece for Forbes, Darrow Wealth Advisor Kristin McKenna discusses ways investors can estimate their expenses in retirement. (more…)

Kristin McKennaMay 18, 2020

Financial Planning Forbes Investing Investing During a Crisis Managing Risk Retirement Planning

Can You Plan For A Stock Market Crash?

Could you have planned for this? Investors of all ages are thinking it: could I have done anything to protect my investments from the swift market decline as a result of the COVID-19 fallout? This question is especially relevant for individuals who planned to retire in the next year, as…

Kristin McKennaApril 21, 2020

Financial Planning Investing Managing Risk Retirement Planning

Stress Testing a Financial Plan Using a Risk Simulation

What happens if…? That’s the million-dollar question. Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they won’t run out of money under different conditions in the financial markets. To illustrate why investors need a robust financial model, consider this typical scenario:…

Kristin McKennaApril 15, 2020

Asset Management Forbes Investing Investing During a Crisis Managing Risk

What Happens to the Stock Market After a Recession?

One of the most pressing questions for investors right now is where does the stock market go from here? A recovery following the global downturn in the markets could take many shapes and history can serve as a guide for how long it could take the financial markets to bounce…

Kristin McKennaApril 8, 2020

Forbes Investing Investing During a Crisis Managing Risk Rebalancing

Should You Rebalance Your Investments When the Market is Up or Down?

Whether the market is setting new highs or in the midst of a downturn, investors need to think a few steps ahead to ensure they're prepared when current conditions change—that's where rebalancing comes in. During periods of extreme market volatility, like March 2020, retirement accounts and taxable investment accounts can…

Kristin McKennaApril 6, 2020

Investing Investing During a Crisis Video

March 2020 is About to Become the Most Volatile Month in Stock Market History

The selloff in the financial markets triggered by the coronavirus outbreak has been historic. Here are some statistics about March Madness 2020 in the stock market and what recent volatility means for long-term investors. (more…)

Kristin McKennaMarch 31, 2020

Asset Management Brokerage Account Diversification Investing Tax planning Updated for 2021

Tax-loss Harvesting After a Downturn in the Stock Market

Tax-loss harvesting is the process of selling an investment at a loss to offset other gains or carry the loss forward to future years. It's the ultimate silver lining: using the recent losses in your investment account to your advantage. During widespread selloffs, most equity positions have lost value relative…

Kristin McKennaMarch 30, 2020