Keeping you informed

We can’t discount the impact biases play, even if we’re not aware we have any. Another favorite sketch shown above from Carl Richards of Behavior Gap illustrates that how we behave has the greatest impact on our performance. In the investment policy and risk awareness questions that we require all clients to complete, we ask a few behavioral finance questions that help us understand how a client will react, or what will stress them out as they watch their balances grow or decline. What are your expectations, regrets or aversions? Are they realistic, and what will you do if these expectations do or don’t come to fruition?

Below is a news release from the IRS delaying tax filing and payment dates for 2020 until May 17, 2021. This means that you can also contribute $6,000 ($7,000 if you are over 50) to a Roth or Traditional IRA and have it count for 2020.

Cyber criminals do not discriminate, and the threat is present in almost every facet of our daily life. No matter your age or life stage, it is vital that you keep your information secure. Here are some action steps that you can take today to ensure that you stay safe on the internet.

We have been through a lot this past year, but it is starting to look like there is some light at the end of the tunnel. Everyone has learned a lot about themselves that they may have not found out otherwise. I have been thinking about my life looking at where I came from, where I am now, and where I want to be a year from now. I am calling it a personal audit.

Tax season can be stressful. Keep things simple with this 2021 tax season to-do list.

Our financial needs have life cycles, just like most things. We want to work with your busy schedule while keeping your financial wellness a top priority.