The return of volatility to the market is real and may cause investors to feel uncertain and fearful, compelling them to make portfolio changes. Do not overreact—staying the course may be your best strategy; however, this assumes you have a formalized investment plan in place. To help you chart your course, we’d like to offer you 5 sound investment fundamentals.
With the 2018 tax law changes, many individuals may find themselves no longer in a position to itemize deductions. If you have appreciated securities, held for longer than twelve months, donating them to the Donor Advised Fund (DAF) can increase both your tax savings and the amount that the charity receives.
If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use these 5 questions as a backdrop for a meaningful discussion about your financial health and future, so that you can become a truly informed consumer.
Investment advisory services are offered through The Fairman Group, LLC. The Fairman Group, LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940.
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