by Jeff Deiss CFP, AEP, Wealth Advisor Harvesting losses on an annual basis is a prudent strategy that we employ and where we have more flexibility than other money managers because we focus on buying individual securities.  In addition to harvesting losses, investors should recognize that managing your gains is also part of investing (rebalancing).  The...Read More

by Paul Broughton As we approach year-end it’s appropriate to reflect on what’s taken place and how things look going into 2020.  The current quarter, in particular, is representative of the entire year, in that the headlines seem to be so negative and concerning, even as the markets and economy are looking pretty decent.  This quarter,...Read More