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Marginal tax bracket and holding period affect capital gains taxes. Learn more.

With the uptick in do-it-yourself (DIY) investing, more people than ever are trying their hand at managing a portfolio. This can be risky, and individual investors find themselves attempting to manage several potential missteps. Here are the 4 biggest missteps DIY investors often make: 1. Letting Their Ego Interfere: Ego can lead traders to overvalue their own ideas, abilities, and knowledge about the financial market. Ego can lead to poor decision-making, especially in pressure-filled situations. 2. Making Emotion-Based Decisions: Managing your emotions is one of the most challenging aspects of investing. DIY investors often look for a person to ask, “What do you think?” 3. Portfolio Concentration: DIY investors inadvertently find their portfolios concentrated in a few assets, which may not align with their goals, time horizon, and risk tolerance. 4. Failing to Use Portfolio Management Tools. Modern portfolio management tools can help guide the process of managing money. However, some DIY investors don't understand them or how to use them properly. DIY investing works for some, but it can be challenging, and individuals may find themselves in complicated situations and searching for answers. A financial professional may be able to offer a second opinion. #DIYInvesting #InvestingMistakes #FinancialStrategy

Happy Independence Day! Hoping you and your family and friends have a wonderful long weekend! And while you’re celebrating, don’t forget to think about our freedom, what freedom means to us, and how we can work together to uphold those ideals in our own communities. Whether you're hosting a backyard barbecue, watching a parade, or simply enjoying the day with loved ones, remember the courage and determination of those who fought for our independence. Here’s to the land of the free and the home of the brave! 🎇 #IndependenceDay #4thOfJuly #Freedom #Unity #ProudToBeAmerican

Protect yourself from identity theft. #IdentityTheft

Buying a home may be your largest financial commitment. Which loan is best for your situation?

U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies

Welcome to Adulthood – My One Year Post University Graduation ReflectionThe season of spring commencements had just come to an end. Do you know of anyone that isin a post-graduation or early adulthood stage of their life? This blog...

Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease

Could you find acres of diamonds in your own backyard? Watch this video.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.