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Podcasts

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Understanding Opportunity Zones

Revitalization of low-income areas has always been a challenge for the US government. One of their strategies was to establish the opportunity zones community program which gives tax incentives to investors who reinvest their capital gains into a “Qualified Opportunity Fund” tied to these zones. Listen to a few facts about how the program is doing.

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Dollar Cost Averaging

Given the current situation in the markets driven by the pandemic, Chris clarifies how Dollar Cost Averaging is a useful investment strategy to defend investors against market volatility.

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Year End Planning For Investors

Assessing your financial situation now and discussing potential year-end financial strategies with your advisor can potentially help reaffirm your overall financial plans. Review the coordination of your estate, retirement, investments and tax plans to see if your time horizons and risk tolerance are still aligned with your goals.

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