Strategic vs. Tactical Investing   How do these investment approaches differ?     Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach.   While each approach involves the periodic adjustment of a portfolio and holding portfolio assets in varied…

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Tax & Estate Strategies Update for Married LGBTQ+ Couples   In this age of marriage equality, there are new possibilities.   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…

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Conquering Retirement Challenges for Women   Looking ahead can help you conquer these unique obstacles.     When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or…

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In this week’s recap: Stocks power higher, while the Dow makes a few changes. Weekly Economic Update     THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average…

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In this week’s recap: Stocks Reached New Highs, erasing steep losses from February and March. Weekly Economic Update   THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while…

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