How Do I Invest in a 529 College Savings Account?
By Daniel Stous
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
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Category: Investments
Should I Sell Stocks?
By Daniel Stous
During the week of June 8, 2020, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it...
What Is Tax Loss Harvesting?
By Daniel Stous
When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately. Then again, we’ve been given a lot of lemons lately. Many of our clients, friends, and family have encountered some...
Is Now A Good Time To Sell Stock?
By Daniel Stous
The year 2019 was a great year for the US and international stock markets. Large-cap US stocks were up more than 30% measured by the S&P 500, small and mid-cap US stocks were up more...
Should I Be Investing In International Stocks and Bonds?
By Daniel Stous
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest...
Is Now A Good Time To Purchase A Home?
By Daniel Stous
A little over a year ago, a friend of mine reached out to me to ask – Should she be purchasing a home now? She had been saving up for a down-payment on her first...