The year 2020 will go down in the history books as a stand-out year, but probably not for the reasons one normally expects. It has affected us in many ways, and I would like to take a moment and share my personal observations.

As year-end approaches, it is time to verify that we have all in order for tax year 2020. Certain activities must be undertaken during the calendar year to obtain the desired tax effect, while others can wait until taxes are filed in April 2021.

I am often asked what an individual investor should be focused on. In my mind there are 6 key Investment Principles.

I am often asked what an individual investor should be focused on. In my mind there are 6 key Investment Principles.

The risk return balance among financial instruments may have changed, and it may be time to look outside the box and look at the “A” word.

The idea of a GAP year has led to discussions around how this might affect the use of 529 accounts. Would there be any negative financial consequences for a 529 Account owner? Or the student beneficiary?