Blog tagged as Stocks

Your 2021 Guide to Year-End Charitable Giving

11/10/2021 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

Value vs. Growth Investing: Whats the Difference?

08/16/2021 09:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Value vs. Growth Investing: Whats the Difference?
The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

What Is Asset Allocation?

01/23/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is Asset Allocation?
Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what …

The Business of Investing

01/15/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Business of Investing
With all the excitement over stocks and bonds, and their ups and downs in headline news, there is a key concept often overlooked: Market returns are ...
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