With the coronavirus originating in December, 2019 we currently stand at about 110,000 cases of coronavirus spread over 95 countries and nearly 4,000 deaths. The most important role the team here at Custom Wealth Management can serve for you during this time is to consistently provide you with any information and support to ensure you stay on track with your finances.
In recent days, we have seen a sell off in the global equity markets fueled by the recent spike in new coronavirus, now referred to as COCID-19, cases outside of China. During these times we like to step back, survey the landscape and evaluate those things we know about the situation as well as those things we don’t know...[Read More]
If the market had zero volatility and remained flat, it wouldn’t be much of an investment. Volatility is what makes the market investable, so it is actually a good thing.
The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?
Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.
“Selling in May” only to return a few months later in the hopes of capitalizing on winter gains is, put simply, an effort to time the market. And while it is often bad mouthed, market timing isn’t inherently bad.
