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Forbes Investing Retirement Planning Tax planning

Tax-Efficient Funds Don’t Belong in Your IRA

All else equal, we all want to pay as little tax as legally possible. For do-it-yourself investors, one of the biggest challenges is choosing which funds to invest in. Unfortunately, fund selection is often done without considering the type of account the security will be purchased for. Though ‘tax-sensitive’ mutual funds…

Kristin McKennaJune 3, 2019

Boston financial advisor Building Wealth Choosing a financial advisor Financial Planning Forbes Investing

You’d Hire a Pro for a Home Renovation, So Why ‘DIY’ with Your Life Savings?

If you have ever hired a contractor, you likely have firsthand experience with how important it is to find the right professional–and just how hard that task can be. In any situation, when you don't know enough about a subject to ask the right questions or completely consider all the…

Kristin McKennaMay 8, 2019

Charitable giving Infographics Investing Tax planning

5 Ways to Minimize Tax on Your Investments

As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but there are several strategies, particularly if you're charitably inclined. When considering which tax-saving strategy might be…

Kristin McKennaApril 12, 2019

Forbes Investing Tax planning Updated for 2019

How to Reduce Tax on Your Investments

No one likes paying taxes, even though a high tax bill can be considered a good problem. Investors sometimes go to great lengths trying to reduce or eliminate their tax bill. Although being tax-efficient with your investments and financial decisions is a great way to maximize your wealth, making purely tax-driven…

Kristin McKennaFebruary 19, 2019

Financial Planning Investing Investing During a Crisis Retirement Planning

How to Survive a Recession at the Beginning of Retirement

Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups and downs are normal - even necessary to keep the risk/reward framework in check. While these fluctuations…

Kristin McKennaFebruary 19, 2019

Asset Management Infographics Investing Managing Risk Updated for 2020

Taking a Closer Look at U.S. Equity Indices

Updated as of December 31, 2020. The S&P 500 is often used as a measure of the entire US stock market, and for good reason, but that sometimes leads investors to believe they need only invest in a fund that tracks the famed index. To better understand the US equity…

Kristin McKennaFebruary 6, 2019

Asset Management Diversification Investing Managing Risk Updated for 2021

What History Can Teach Us About Asset Class Diversification in 4 Charts

Setting your asset allocation is like drafting architectural plans when building a home; it provides a map to guide the construction of your investment portfolio. Developing an asset allocation is a multi-step process, which is challenging for many investors, and for good reason. A Google search for the term "how…

Kristin McKennaJanuary 30, 2019

Asset Management Forbes Investing Investing During a Crisis Managing Risk Retirement Planning

How the Timing of a Stock Market Crash Can Impact a Retirement Plan

There's plenty for investors to worry about when their financial livelihood is on the line. When planning for major financial decisions such as retirement, individuals often focus on the severity of a market downturn, underestimating the impact that timing and cash flows can have on their portfolio. The sequence of…

Kristin McKennaJanuary 24, 2019

Asset Management Diversification Infographics Investing Managing Risk Updated for 2020

Investing Outside of the S&P 500

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of December 31st, 2020, the 5 largest publicly traded companies (Apple, Microsoft, Amazon, Facebook, and Google) in the world…

Kristin McKennaJanuary 20, 2019

Investing

Investing 101: Common Terms and Definitions

Individuals new to investing and personal finance may be overwhelmed by all of the jargon and acronyms. To help, we've compiled a list of terms and provided some high-level definitions as introductory materials for the new investor. Investing for Beginners: Quick Reference Guide for Frequently Used Personal Finance Terms (In…

Kristin McKennaJanuary 16, 2019

Investing

Tax-Efficient Funds Don’t Belong in Your IRA

You’d Hire a Pro for a Home Renovation, So Why ‘DIY’ with Your Life Savings?

5 Ways to Minimize Tax on Your Investments

How to Reduce Tax on Your Investments

How to Survive a Recession at the Beginning of Retirement

Taking a Closer Look at U.S. Equity Indices

What History Can Teach Us About Asset Class Diversification in 4 Charts

How the Timing of a Stock Market Crash Can Impact a Retirement Plan

Investing Outside of the S&P 500

Investing 101: Common Terms and Definitions

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― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090

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Popular Posts

― Needham Office ― 200 Reservoir Street, Suite 303 Needham, MA 02494 (978) 369-5144

― Boston Office ― 22 Boston Wharf Road, 7th Floor Boston, MA 02210 (617) 330-5090

― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090