As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. "It's generally good practice to go directly to the fund manager's website, since this will contain [...]

Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager Daniel Shomper, CFP® shared tips for investors on building a resilient portfolio. “Being a resilient investor is all about staying invested during market downturns,” he said. “This gives investments time to recover, avoiding realized losses. More importantly, it [...]

While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News & World Report. “Using a committee structure [...]

Paying your tax bill on time is an essential step in closing out each tax season. The IRS offers several payment methods to keep the process as simple and as easy as possible. Senior Associate Wealth Manager Daniel Shomper, CFP® provided insight on some payment methods, including IRS Direct Pay – one of the easiest [...]

According to the Federal Reserve’s preferred inflation gauge, inflation may be on the rise again. With a 0.02 percent increase in November from the previous month and a 2.3 percent jump from November 2023, some investors are considering Treasury inflation-protected securities (TIPS), designed to help protect future purchasing power. Associate Wealth Manager Daniel Shomper, CFP® [...]