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Explore: Why is My Portfolio Not Up as Much as the Market?

Why is My Portfolio Not Up as Much as the Market?

Equity

Every so often, a well-intentioned investor will ask the question, “why is my portfolio not up as much as the market?” When referring to “the market,” most investors are referring to the S&P 500 Index or a similar index that represents the stock market’s performance. Continue reading “Why is My Portfolio Not Up as Much as the Market?”

Protecting an Investment in Jewelry

Jewelry

High-net-worth individuals often underestimate the value of their jewelry collection. Often, people do not think of jewelry as an investment, but view the purchase through an emotional lens. As more pieces are accumulated, the value of the collection can be quite significant. As a collection grows in value, it is important to review how you are safeguarding this asset.

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Identity-Theft Insurance — Is It Worth It?

Theft

If you have paid attention to the news recently, chances are that you have seen at least one report that mentions a company’s data being breached by cyber hackers. While the possibility of a business being susceptible to such a threat is a serious concern, individuals should be equally wary of hackers aiming to steal their own identity. Continue reading “Identity-Theft Insurance — Is It Worth It?”

Leasing Versus Purchasing a Car — What to Do?

Car

Unless you live in an area flush with public transportation, chances are you will likely need to acquire a vehicle of your own multiple times throughout your life. Figuring out what car is the best-fit is never easy, as one must evaluate their financial situation, lifestyle, and well-being to ensure that the automobile will suit them for years to come. Continue reading “Leasing Versus Purchasing a Car — What to Do?”

Making Charitable Donations Directly From Your IRA

Charity

Donating to charity directly from your IRA can have multiple benefits if you are over the age of 70½ and required to make annual withdrawals, known as required minimum distributions (RMDs). These RMDs may end up forcing you to withdraw more than you wish, forcing you to liquidate and possibly increasing your tax burden. Continue reading “Making Charitable Donations Directly From Your IRA”

Get in the Holiday Spirit by Giving the Smart Way

gift-photo

The holiday season is a time filled with the spirit of giving. According to a study from Indiana University’s Center on Philanthropy, 24% of total donations are made in the small window between Thanksgiving and New Year’s Day. The annual surge in giving has led nonprofits to nickname this period as the “Giving Season.”

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Don’t Get Left Out in the Cold by Scams This Holiday Season

Shopping

This isn’t your father’s holiday shopping season. The gradual trend from brick-and-mortar shopping to online has brought unprecedented speed and convenience to the once overwhelming task of finding the perfect gift at the best possible price. Unfortunately, it has also brought out a new generation of thieves and con artists. Here are some simple steps that you can take to ensure you aren’t getting scammed this holiday season.

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