In contrast to the first six months of 2020, financial markets saw strong growth in the second half of the year, bringing calendar year stock and bond returns into positive territory as 2020 came to an end. Investors looked past the...Read More
The FNC blog will cover a variety of personal finance topics relevant to retirees, small business owners, affluent families and young professionals. We discuss the topics that are most relevant to our clients and look to answer some of your most common questions.
If you have a topic you would like us to tackle, please email Alex@fncadvisor.com with your suggestion.
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With Giving Tuesday on the horizon and as you make your final gifts for 2020, I want to suggest a great way to donate appreciated stock in lieu of cash donations.Read More
The summer brought an economic rebound and a continuation of the stock market rally that began in the spring, as all three of the major Wall Street stock indexes advanced. Hopes for further fiscal stimulus, the promise of 11 vaccines...Read More
Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship.The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The...Read More
For our summer newsletter, we want to be brief with our economic overview. After all, with how fast the news develops around COVID-19 and how vast the spread of projections can be, this may very well be out of date by the time read it!Read More
We started our last quarterly letter discussing how the Fear & Greed Index had risen to 94, indicating elevated risks. We had no idea how fast things could change in one quarter, as history was made with COVID-19 declared as a pandemic...Read More
On Friday, February 21st at 12pm, Alex Oliver, CFP® will be hosting a webinar to discuss Health Savings Accounts and how to use them in your retirement plan. Join him then or register to receive the YouTube link shortly thereafter!Read More
This Thursday, August 16th at noon, Alex Oliver will be hosting an informative webinar about the state of the economy and how it relates to your investments. Click to register and attend or receive the recording shortly after!Read More
After years of financial education, I have become a fairly simple guy when it comes to making investments. I simply want to maximize my return while mitigating my risk. I do not try to pick individual companies due to their product,...Read More
Though you may only think about taxes every April, we have outlined 10 strategies to consider for lowering your bill- 8 of which have a December 31st deadline! As Congress considers tax reform, we discuss ways to benefit before it happens.Read More
The tax code is littered with little-known rules that apply to only certain people at certain times. If you have been acquiring company stock as part of your retirement plan, you may want to use this strategy to save on taxes.Read More
After spending years reinvesting profits into the growth of a business, entrepreneurs want to minimize taxes while maximizing retirement savings beyond a 401(k). Recently, cash balance plans have been the answer. Should you consider one?Read More
2008 provided us a fantastic case study for how not to plan for a recession, with hundreds of thousands of people losing their jobs while simultaneously racking up unsustainable debt levels. Use this checklist to ensure you are ready!Read More
Now that the year is wrapping up, it’s a good time to start evaluating where you stand against your saving goals. The two biggest expenses that you likely will have are your retirement and college expenses. Thus, I want to...Read More
Have you accomplished all of your New Year's Resolutions? With 5 months remaining in 2017, there is still time! At the beginning of each year, I sit down to hit the reset button and create a variety of goals that to pertain to the...Read More
Many Celtics fans (us included) were furious with Danny Ainge when he traded the #1 pick in the NBA Draft and then missed out on trades for prized players such as Jimmy Butler and Paul George; however, now that the dust has settled...Read More
After a divisive 2016 election, find out how you can use your investment dollars to support the causes you care about most.Read More
Every now and then, I try to pick up a book like this in the self help/motivational genre. Once you have read a few of these, they can get a bit repetitive. When the author is taking broad strokes across several types of industries,...Read More
College will cost your child hundreds of thousands of dollars- are you prepared? Check out our webinar discussing what to consider- from scholarships, to financial aid, to funding options and Kiplinger's "Best College Values" list.Read More
Is taking a year off from work possible? In a word, yes. Is it a good idea? That depends. Read this entry to prepare for your potential sabbatical.Read More