Skip to main content

Unrealized Gain/Loss Doesn’t Equal Performance

March 10, 2020 | By Katharine George, CFP®

Did my investments do well? Many investors look at the unrealized gain/loss on their brokerage statements and believe this is an indication of the return on their investment.

Divorce: Key Considerations for an Equitable Split

December 5, 2019 | By Brenna McLoughlin, CFP®

Divorce results in the division of a household’s assets and income, but parties involved should consider that sometimes a split that appears equitable may not be.

Should I Borrow From My 401(k)?

November 16, 2019 | By Eric Siss, CFP®

When staring down a major financial decision, the first question we often ask ourselves is “what is the best way to meet this cost?” As we assess our situation, it is completely natural to look towards one of, if not the largest, numbers on your balance sheet, your 401(k). But how exactly do you access these dollars if the rules say you cannot, without penalty, until you are age 59 ½?

Reasons to Use a Donor Advised Fund for Your Charitable Giving

October 6, 2019 | By Matthew Gordon, CFP®, RLP®

Everyone has different reasons for donating to charity. Beyond the benefits to the community and the increased happiness of the donor, charitable donations are also an effective way to reduce your tax burden. Often, people tend to get so wrapped up in the why behind charitable giving that they forget about the how.

Mutual Funds and Exchange Traded Funds (ETF’s) – A Comparison

August 23, 2019 | By Matthew Gordon, CFP®, RLP®

Offered a Buyout? Considerations to Make a Confident Decision

July 12, 2019 | By Brenna McLoughlin, CFP®

Employees of large corporations may some day be faced with a major decision to make: whether or not to take a buyout offer, voluntarily terminating employment for some sort of financial incentive.  An offer of a certain number of weeks or months of severance pay can be very attractive, and may be the right choice, though certainly not an easy one. Here are some considerations for employees to make an informed decision.

Total Return

June 2, 2019 | By Michael Kimmel, CFP®

Many investors utilize income-producing holdings such as dividend-paying stocks and/or bonds to generate cash flow within their portfolio. When analyzing the performance or appropriateness of these holdings, it is important to take into account not only the income generated, but also the change in principal value. The method of measuring performance that takes both income and capital appreciation/depreciation into consideration is known as total return.  Total return is considered by many to be the most accurate measure of performance.