Category: Investment Management

Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…

In my recent post, “3 Reasons Why Stocks are Up”, I discussed the unprecedented times we’re experiencing. The stock market is at record levels. Simultaneously, unemployment…

In this episode of Solid Financial Advice, Steve Deppe joins host Ryan Hughes to discuss his career, day-to-day life, the stock market, and the…

Despite a fragile yet recovering economy, stocks have continued to climb in May. We are undoubtedly experiencing the deepest recession since the Great Depression….

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

If you are new to investing, it is easy to become overwhelmed. ETFs, mutual funds, IRAs, expense ratios, time value of money, etc. They…