Insights
Category: Investments

May 23, 2022
Tax Planning Strategies During Market Declines
Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

February 23, 2022
Cryptocurrency Overview
Key Points Cryptocurrencies are created using a distributed peer-to-peer verified ledger known as blockchain. Cryptocurrencies are decentralized, which means they are not regulated, issued, or backed by a central governmental authority or a financial institution. Cryptocurrencies are still in their infancy and display extreme volatility. Additionally, they are speculative since they cannot be objectively valued [...]

Contributions from: Corey Dallas, MSF, APMA®
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