With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every...
How to Assess Your Investment Performance
Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor,...
Tax-Efficient Investing Strategies to Optimize Your Portfolio
In Part 2 of our three-part series on bringing order to your investment universe, we looked at...
Managing Taxes When Reorganizing Your Investment Portfolio
As we touched on in our last piece, when you sell an investment for more than you paid for it,...
Organize Your Investments: Steps to a Well-Structured Portfolio
When it comes to investing, our message has long been loud and clear: Build a well-structured...
2024 Important Milestones
This reference tool is something you should have on hand - especially if you're over 50. Know when...
Bringing Order to Your Investment Universe
In Part 2 of our three-part series on bringing order to your investment universe, we looked at...
Q1 2024: Rocky Start, Strong Finish
Stocks saw modest gains in January amid upbeat Q4 corporate reports and positive economic data in...
Navigating Capital Gains Taxes: Strategies for Smoother Transitions
As we touched on in Organize Your Investments: A Guide to Structuring Your Portfolio for Long-Term...
As a Retiree, What Issues Should I Consider When Reviewing my 2023 Tax Return?
What should you consider when looking at your 2023 tax return? Check out checklist below that...
As Someone Who is Working, What Issues Should I Consider When Reviewing my 2023 Tax Return?
What should you consider when looking at your 2023 tax return? Check out checklist below that...
Organize Your Investments: A Guide to Structuring Your Portfolio for Long-Term Success
When it comes to investing, our message has long been loud and clear: Build a well-structured...
Lump Sum vs. Dollar-Cost Averaging – Which is Right for You?
In a recent piece, we explored how to invest available cash: Should you invest it all right away...
Maximizing Returns in Stock Market Investments
Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s...
ESG Investing: How Do We Measure “Good”?
As we covered recently, environmental, social, governance (ESG) investing is a relatively new...
What Issues Should I Consider at the Start of the Year?
Is it time to assess the progress you made toward your goals last year? Do you expect changes to...
Q4 2023: Turning Dovish
In growing anticipation of a potential Fed easing, bond yields trended lower and stocks moved...
Navigating ESG Investing: Decoding Opportunities and Priorities
If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No...
2023 End Of Year Financial Best Practices
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for...
Meaningful Reflection For the Holiday Season
If you think about it, “reflection” is an interesting word. Depending on the context, it can mean...
Market Madness and Wisdom
In a bit of a paradox, you’ll find the following two titles on our recommended reading list: The...
What Issues Should I Consider Before the End of the Year?
Do you have unrealized investment losses in your taxable accounts? Do you expect your income to...
Mastering Investing: Minimize Mistakes, Maximize Opportunities
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to...
Q3 2023: Ups and Downs
The strong price momentum experienced during the first half of 2023 continued into the start of...





























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


