What’s inside; This series is meant to help investors understand what they own by taking a look at the underlying assets of an ETF or mutual fund. We start the series with the world’s largest ETF by assets under management, SPY...

In today’s rapidly changing healthcare landscape, it has become increasingly important for individuals to take charge of their medical expenses. One valuable tool is the Health Savings Account (HSA). With its numerous benefits and potential for long-term savings, an HSA can provide an opportunity to grow your total healthcare dollars well into your retirement, saving on taxes now and well into the future.

Last year, I met with new clients to assess their financial concerns. They had begun analyzing their taxes and were confused as to why they owed so much because their previous predictions about how much money they would owe in taxes were spot on. After doing some research together, we discovered that they had large mutual fund distributions in one of their brokerage accounts held with another...

Navigating a job transition can be emotionally and financially taxing. As someone who has personally faced a financial transition period after leaving my position at Merrill Lynch to launch Servet Wealth Management, I understand the challenges and stress that may come from a transitional period. With investing money into a new business and my wife being unemployed at the time, I had to adopt a strategic approach to navigate that uncertain financial period. By developing a financial strategy, it is...

The stock market has experienced a significant amount of volatility over the past year, leaving investors and clients uncertain about their investment decisions. Several factors including concerns over inflation, rising interest rates, and policy decisions by central banks have contributed to the market's volatility...

There is something about the expectation of a new year that inspires imaginative and loftier goals. Though I am not particularly fond of making New Year’s resolutions, I am not surprised that goal setting for the new year often involves setting our sights on new habits, milestones, or accomplishments.

At 32, Sarah and Michael had achieved their dream: successful careers, a charming new home, a healthy toddler, and a bright future ahead. Yet, an unforeseen event was about to change their lives when...

As we start 2024, the market's trajectory remains hazy, with both positive and negative factors in play. Let's dissect the potential upsides and downsides before charting a course for the year...

As inflation started to surge in 2021 and 2022, investors started to put money into I bonds for a sense of safety from the volatile markets and to earn a higher yield than treasuries. While inflation soared, the fed funds rate remained largely flat. It made sense to keep money in I Bonds as you were getting a much higher risk-free return. Now that inflation and the fed rates have inverted, investors can generate better...

What’s inside; This series is meant to help investors understand what they own by taking a look at the underlying assets of an ETF or mutual fund. We start the series with the world’s largest ETF by assets under management, SPY...

In today’s rapidly changing healthcare landscape, it has become increasingly important for individuals to take charge of their medical expenses. One valuable tool is the Health Savings Account (HSA). With its numerous benefits and potential for long-term savings, an HSA can provide an opportunity to grow your total healthcare dollars well into your retirement, saving on taxes now and well into the future.

Last year, I met with new clients to assess their financial concerns. They had begun analyzing their taxes and were confused as to why they owed so much because their previous predictions about how much money they would owe in taxes were spot on. After doing some research together, we discovered that they had large mutual fund distributions in one of their brokerage accounts held with another...

The stock market has experienced a significant amount of volatility over the past year, leaving investors and clients uncertain about their investment decisions. Several factors including concerns over inflation, rising interest rates, and policy decisions by central banks have contributed to the market's volatility...