Archive for May, 2022
Your Asset Allocation Depends On Your Financial Plan (and not the other way around)
~ Douglas R. Mewhirter, CFA, Vice President – Portfolio Manager One of the most common questions an investor will ask an advisor is “how much of my money should I have in stocks vs. bonds?” From an investing point of view, that is one of the most important questions you need to ask. Stocks have earned the highest…
What is the Right Mix of Stocks and Bonds for You?
Please take a moment to answer our Asset Allocation Questionnaire.
Ask a Trust Officer: Cryptocurrency Taxes
Dear Trust Officer: Last year I bought ten Ethereum coins for $2,000 each. I was planning to trade them for an NFT (a non-fungible token), an art investment that has become popular lately. My coins are now worth about $3,500 each, and I’ve found the NFT that I want. Do I have to worry about…