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

Inside the Fort: May the Fourth Be With You

What better way to celebrate back-to-back holidays than to have a fiesta for Star Wars Day and Cinco de Mayo? For two of our favorite holidays we enjoyed festive treats and even had a guess the Darth Vader and Yoda competition. Jealous yet? Take a look through some of our photos from the day for[...] Continue reading

A Primer on Spousal IRAs

Whether you’re a stay-at-home parent or taking some time off work, saving for retirement shouldn’t go by the wayside. In many cases, individuals aren’t aware they’re able to save for retirement when they don’t have earned income. Contributing to an IRA or Roth IRA is a viable option, and a good way to keep that nest egg growing. For those who may not be familiar[...] 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

Trusting Companies With Your Data in the Digital Era

Increasingly, companies are coming under pressure for not being able to protect consumer data. Recently, news came to light that millions of Facebook user records are being used and sold to a third party company. Facebook has over 2.2 billion users and now many users have lost trust in the popular social media platform in the aftermath of this news. If you’re weary of[...] Continue reading