What Issues Should I Consider When Dealing With High Inflation?

August 12, 2022 // By Melissa Joy, CFP®, CDFA®
What Issues Should I Consider When Dealing with High Inflation?

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our gas tank. Although inflation is a totally valid concern, we always recommend focusing on the aspects of your financial plan that you can control. You…

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Tax Loss Harvesting – A Guide for Making the Most of a Down Market

March 10, 2022 // By Melissa Joy, CFP®, CDFA®

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be unpleasant, but it is one of the many times we must remain diligent and patient as an investor. While no one loves to see a…

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