Retirement planning in westlake Ohio

Eight Mistakes That Can Upend Your Retirement

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Avoid these situations, if you can Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy Yes, the biggest…

Tax Moves to Consider in Summer

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Now is a good time to think about a few financial matters.   Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings…

Changes Impacting Tax Year 2018

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Courtesy of our strategic partners Joseph & Joseph, CPAs It's that time of year again! As we prepare for the 2019 tax season, we wanted to share some items that may impact your tax situation going into this tax season. As you likely…

Home Sweet Dangerous Home

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Courtesy of our partners at Hartford Funds How a CAPS Professional Can Help You Age in Your Home You’ve heard it. That strange, barely audible noise coming from your car. You try to ignore it and think that maybe it will just go away.…

Old Scams, New Twists

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Courtesy of our partners at Hartford Funds Protect yourself from financial fraud in the digital age. A real-life prince emails for Your assistance. He needs help getting millions of dollars relocated from Nigeria. You’re promised a share…

Cradles Today, College Tomorrow

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Courtesy of our partners at Hartford Funds Newborns—the joys are limitless. Tiny fingers. Toothless smiles. The intoxicating new baby smell. But first-time and veteran parents alike know that limitless anxieties come along with having a…

Investment Fundamentals: Bear Market

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Out of the various animal spirits that sometimes haunt Wall Street (bulls, dogs, black swans or unicorns, anyone?), the bear is perhaps the most feared among investors. Why? A bear market—defined as a decline of at least 20% in a broad stock…

Investment Fundamentals: What is Inflation?

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Inflation is a measurement that tracks the change in prices of goods and services over a set time period. In the U.S., inflation is often measured by the Consumer Price Index (CPI) or the Personal Consumption Expenditures Price Index (PCE).…
market volatility Szarka Financial

Revisiting February 2018: How Did You React to the Selloff?

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On February 8, 2018, U.S. equity markets closed in correction territory—with the S&P 500 Index and Dow Jones Industrial Average having plummeted by more than 10% from their respective all-time highs over a period of just nine hyper-volatile…

Diversification: The Boring Winner

  In a world where the best- and worst-performing asset classes tend to dominate the headlines, it’s easy to lose sight of the fact that a diversified investment portfolio is generally the most reliable approach for meeting long-term…