Tip of the Month: What Is a Wash Sale Adjustment & How Can I Avoid One?

Written by: Denny Baish | Senior Investment Analyst The wash sale rule was created to deter investors from selling securities at a loss in order to collect a tax benefit. A wash sale happens when and if someone sells a security at a loss and then purchases the same security within a 30-day period before or after the sale. Investments that are subject to wash sale[...] Continue reading

Travel the World or Save for Retirement? How Millennials Can Find a Balance

Written by: Chuck Mattiucci, AIF® | Financial Advisor Fear of Missing Out (FOMO) is the new “Keeping up with the Joneses” for the millennial generation. It’s not to say that this cohort doesn’t spend on the latest and greatest products, but I’ve also seen that millennials are more often spending on experiences, which can get in the way of preparing for the[...] Continue reading

Spring Break Budget Busters

This time of year is especially popular for college students to leave campus and head to sunny beaches on spring break. While everyone deserves some TLC every now and then, the cost of a spring break trip varies anywhere from $500-$900, depending on destination. But, what’s alarming is that 31 percent of students are using loan money to fund this vacation. Putting[...] Continue reading

What to Know About Cryptocurrency

Written by: Charlie Smith | Founding Partner In recent months, it seems like one of the most talked about topics in the investment world is cryptocurrency. Investors constantly want to know what this hot trend is all about, whether they should invest, and what the future holds for blockchain, Bitcoin, Litecoin, Ethereum, and more. But, before we dive into our outlook[...] Continue reading

Finance & Romance: The importance of financial compatibility

It’s Valentine’s Day and love is in the air! Today, we’re taking the time to discuss the importance of financial compatibility in relationships. With money often being a common stressor for couples, it’s integral for both individuals to be on the same page when it comes to their financial health. Below, we’ve outlined top points of discussion that couples should[...] Continue reading