Why Your College Refund Check May Be Taxable

Why Your College Refund Check May Be Taxable

May 1, 2020 | Capital Ideas

Michael Bork, CFP® | Associate Advisor Amidst the widespread impacts of COVID-19, the mass closure of colleges, universities and private secondary schools may create some unexpected tax consequences for students and their parents after receiving partial refunds for...
Fourth Quarter 2019 Letter to Clients

Fourth Quarter 2019 Letter to Clients

Jan 16, 2020 | Capital Ideas, Letters To Clients

It was in this letter exactly a year ago that we sought to provide some perspective about the steep decline stocks had just experienced in fourth quarter 2018. Over the course of just a few trading sessions in December, the Dow Jones Industrial Average declined 12%,...
Third Quarter 2019 Letter to Clients

Third Quarter 2019 Letter to Clients

Oct 30, 2019 | Capital Ideas, Letters To Clients

It has been said that golf is an easy game, it’s just hard to play. Much the same could be said of investing. The principles of long-term investment success aren’t particularly complicated. Construct a well-diversified portfolio appropriate for your risk and return...
Sustainable and Socially Aware Investing

Sustainable and Socially Aware Investing

Sep 30, 2019 | Capital Ideas

Terry Hartigan, CFP®  |  Principal Sustainable and Socially Aware Investing: Pursuing a Successful Investment Experience Investors have increasing awareness that pursuing their financial goals does not have to come at the expense of their values. Central to Capital...
Second Quarter 2019 Letter to Clients

Second Quarter 2019 Letter to Clients

Jul 29, 2019 | Capital Ideas, Letters To Clients

Each point in the ups and downs of the market has its own emotional challenges for long-term investors. The inevitable downturns like we saw in 2018 require that we muster our intestinal fortitude and avoid the temptation to flee to cash. In times of extended market...