SVA Plumb Financial recently hosted their annual Investment and Tax Update. This popular program features insights on the market, an investment overview, as well as financial planning strategiesRead more
GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in production. In essence, GDP is a broad measureRead more
Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases)Read more
With the U.S. stock market hitting all-time highs, followed by downdrafts and increased volatility, we are getting some questions about the timing of and preparation for the next major marketRead more
Portfolio rebalancing is returning your portfolio to the proper mix of stocks, bonds and cash when they no longer conform to your goals.