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Q4 2020 Recap & Outlook

Most will be very happy to turn the page on 2020. The punching and counter punching between COVID-19 and vaccine researchers added daily financial market volatility that fatigued even the heartiest investors. Those who remained disciplined during the tumultuous year...

Tax-loss Harvesting

As the end of the year approaches, now is an appropriate time to consider harvesting your investment losses to offset your gains. Tax-loss harvesting is an effective portfolio strategy allowing investors to sell taxable investment assets-such as individual stocks and...

Giving Focus: Nine13sports

Who taught you to ride a bicycle? You probably know exactly who it was and you may even have memories of that day (hopefully good memories!), but if you’re reading this, odds are very high that you do know how to ride a bike. Many kids, even today, cannot say the...

Peloton 2020 Q3 Recap

Despite giving back some ground in September, the broad stock market rebound from the sharp March-April COVID selloff continued in the third quarter. In fact, the S&P’s nearly 9% gain in Q3 more than erased the early losses, leaving the index solidly positive for...

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