Preparing Personal Finances for Inflation

Written by Thomas Bunting on October 19, 2021

The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of the hyperinflationary period of the 1970s. Since then, the inflati

The Keys To Tax Efficient Investing

Written by Thomas Bunting on June 22, 2021

Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel

What is Wealth Management and how does it compare to other financial services?

Written by Thomas Bunting on April 20, 2021

The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent rulebook for how different services are defin

How Does Dollar-Cost Averaging Work?

Written by Thomas Bunting on March 19, 2021

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may fe

COVID-19 Tax Credits For The Self-Employed

Written by Thomas Bunting on February 12, 2021

Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals who were unable to perform services durin