Investment Strategies

Retirement funds accompany many benefits employees can take advantage during their working life. Depending on the arrangement between you and your employer, these benefits may be trusted to a number of different investment companies. However, employment circumstances often change, especially when global pandemics take hold. You may have lost your job, found a new work-from-home […]

Everyone knows (or should know, at least) that we pay taxes on investments when we sell and money on them. Some of us also know that all our losses are deducted against our gains. In broad terms, there are tax consequences whenever we change our investment mix. What many don’t know, however, is that some […]

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]

When we think of frugal living and living within our means, we often think about doing more things on our own. Whether it’s building our own shelves or changing the oil in the car, it’s easy to think about ways to save some money by putting in some effort. I even asked my wife to […]