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Financial Advisors

It’s been a volatile year for the market: These are the key things to know before rebalancing your portfolio

After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets back to match...

3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end

Charles Taylor | Getty Images1. If your income is higher in 2022, defer your bonus into 2023If you've had a strong year and expect...

Here’s how to pay 0% capital gains taxes with a six-figure income

Luminola | E+ | Getty ImagesIt's natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year. But...

The tax extension deadline is Oct. 17. Watch out for these 3 common errors, warn advisors

If you're racing to meet the Oct. 17 tax extension deadline, make sure you don't skip key forms as you're rushing to the finish...

When Interest Rates Rise Fast, Markets Tend to Break: How to Spot the Cracks

Recent turmoil in British bond and currency markets is one. That disturbance has exposed potential risks lurking in pensions and government bond markets, which...

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