• Fixed income investments have historically been less volatile than stocks, which makes them an effective tool to dampen the volatility of your investment portfolio. With the yield on the 10-year […]

    READ MORE >
  • Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the […]

    READ MORE >
  • When it comes to your portfolio, we are focused on the long-term. We hold each security in the portfolio with the intent of holding it at least one year for […]

    READ MORE >
  • After reading Part One in this blog series, you understand the risk of AAPL falling is greater than the tax impact from selling it. You decide to sell some of […]

    READ MORE >
  • Volatility returned to the markets last week. More on that later. If you haven’t read Annie Duke’s book1, “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the […]

    READ MORE >
  • We all know we should “buy low” and “sell high”. In this post, we explore a group of stocks who are “buy low” candidates. These “buy low” candidates may be […]

    READ MORE >
  • This year may be an opportunistic time for you to convert some or all of your traditional IRA to a Roth IRA. Stock markets around the world are down, which […]

    READ MORE >
  • I hope this finds you safe and healthy. The bottom line is we feel the market has more downside before finding a long-term bottom. For that reason, we continue to […]

    READ MORE >
  • US stocks (S&P 500) posted the seventh worst percentage decline since WWII (-7.81%). The markets fell, not because of the virus, but because Saudi Arabia announced an oil price war […]

    READ MORE >
  • The markets have been moving pretty fast last week and today. Without a process in place, it can be paralyzing. Sometimes doing nothing is the correct move. Other times the […]

    READ MORE >