Single-Stock ETFs: The Worst of Both Worlds?
Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to individual names such as Tesla, NVIDIA, Nike, PayPal, and Pfizer. While some investors may want greater exposure to their favorite companies or to express bearish views on their least favorites, […]
Does [fill in the blank] Belong in My Portfolio?
KEY TAKEAWAYS A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity. A sensible approach is to evaluate the opportunity through the lens of the asset’s intended role in the portfolio. Assessing investments through this process can help determine whether, and how much, to […]
How to Increase Tax Benefits of Charitable Giving
One of the outcomes of the 2017 Tax Cuts and Jobs Act (TCJA) was to reduce the marginal tax benefit of giving to charity. By dramatically increasing the standard deduction to $12,950 for individuals and $25,900 for married couples, TCJA eliminated the need for many taxpayers to use Schedule A to itemize deductions, which is […]
High-Net-Worth Families Have Special Financial Needs, Here’s How to Meet Them
H. Jude Boudreaux, CFP® Sr. Financial Planner, sits down with Gregg Greenberg, Multimedia Anchor & Retirement Editor at InvestmentNews to talk about how high-net-worth families going through life transitions need to slow down and get on the same page. Watch the video here Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans […]
Here’s the best way to use a health savings account, which offers a triple-tax advantage
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, offers advice on how to make the most of your HSA, in this by CNBC article. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.
Tax-Loss Harvesting Explained
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new fixed income investment names or symbols or receive prospectus information on a few new fixed income funds. This is all normal and part of something called tax-loss harvesting we […]
What to Do If You Receive a Financial Windfall
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors. DFA provides an analysis of global government bond data from 1984–2021. Learn more about their findings here.
Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?
With inflation at its highest level in decades and the US Federal Reserve raising interest rates, investors may be wondering whether they should devote more of their portfolios to dividend-paying stocks. Read this perspective from Mia Huang, CFA, Senior Associate, Research at Dimensional Fund Advisors.
Is inflation crunching your budget? Here are 3 ways to fight back
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at andy@theplanningcenter.com.
Are you saving enough for retirement? Odds are, probably not.
H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. Read the Entire Article Here Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management […]
Budgeting for a baby: Here’s what financial advisors recommend for new parents
By The Planning Center, Financial Advisor at our Twin Cities office shares with CNBC about how to budget for a baby, based upon her own personal experience. The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most importantly, peace of mind. Give us a call at 888-333-6986. Email us […]
