Appreciate Finance Blog
Addressing Concerns About Fixed Income Markets
Last week’s extraordinary 75 basis point rate hike from the Federal Reserve was the latest development in a challenging year so far for fixed income markets. Through June 15, the broad U.S. fixed income market was down 11.7% as measured by the Bloomberg U.S. Aggregate...
Avoid the Buy Now, Pay Later traps
Buy now and pay later strategies are getting some folks into trouble, especially the younger crowd. Read more on how to avoid such traps.
Financial Ramifications of Marriage and California Registered Domestic Partnership
Background Couples often ask about the financial effects of a marriage or California Registered Domestic Partnership (RDP). While people get married or registered for romantic reasons, the union has significant legal and financial effects. East Rock encourages clients...
Increase your Mindfulness while working with financial concepts
We cannot control the markets but we can control some of our money behaviors. Having a calm attitude towards our finances and being able to think clearly helps. Try these money meditations to increase mindfulness while working with financial concepts.
Advice for investing during turbulent times
Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares valuable considerations to keep your...
The Cost of Trying to Time the Market
The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. Get the PDF at this link
The Cost of Friendship
An oak tree can grow to 100 feet tall and live for more than 100 years. In a mast year, an oak tree can shed as many as 10,000 acorns, hard little squirrel delicacies raining down dozens of feet on your lawn (or head) like tiny missiles. These are things I learned...
What to Know about Income Taxes and Side Jobs
Over 55 million Americans are employed by the gig economy, according to the U.S. Bureau of Labor Statistics, with more workers joining every year as new opportunities present themselves. You might be driving for Uber or Lyft after you’re off the clock at your day job,...
Cryptocurrency Tax Guide
Interest in cryptocurrency has grown tremendously in the last several years. Whether you accept or pay with cryptocurrency, invested in it, are an experienced currency trader or you received a small amount as a gift, it's important to understand cryptocurrency tax...