Blog

Damian Gallina, CFAAfter reaching an all-time high on February 19, the S&P 500 has quickly recovered much of the sudden and steep drop, the depth of which was reached on March 23. A closer look at the industry groupings, represented by...

Jeffrey Malcom, CFAInvestment markets were very quick to digest the changes wrought by coronavirus. As we’d expect, investors’ first reactions were swift and indiscriminate, followed by a more thoughtful weighting of what...

Damian Gallina, CFABy now you’ve heard us explain the key tenets of Buttonwood’s investment policy, which is meant for tough times as well as boom times. In this article, we want to share some of the actions we’ve...

Damian Gallina, CFAWhen any one stock falls to extremely depressed levels, there are things you can do to gain some tax advantages. Unfortunately, when an investment falls sharply inside your IRA, selling it doesn’t result in a...

When any one buyer meets any one seller, they become a market. More often than not, there is some balance between groups of buyers and sellers, and prices are nudged one direction or another based on which group is more eager to accept...

Alexandra Stewart, CFPRoth IRAs offer enticing incentives to savers. Growth accumulates tax-free, withdrawals in retirement can be made tax-free, and you can take out your contributions at any time tax-free and penalty-free. We like...

Damian Gallina, CFATo save taxes over a lifetime, we prefer to buy investments worth holding and then let them compound over a very long time. Deferring taxes lets our clients hold onto capital that can compound and grow. Essentially,...

Damian Gallina, CFAAlex, Gennadiy, and I recently attended a financial planning conference. Besides two and a half days of technical classes, we heard several keynote speakers, including an exciting, lesson-packed talk by Alison Levine...