rebalancing portfolio

How to Determine When It’s Time to Sell Investments

Blog, General Planning, Investing, Tax PlanningBy Paul Fain, CFP®July 12, 2024

How to Determine When It’s Time to Sell Investments Paul Fain, CFP® We have quite a bit of deferred maintenance due at our home (painting, replacing windows, carpentry, etc.). To get some projects going, should we borrow the money, use some of our cash reserves, or sell an investment? I really do not want to…

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Inflation is challenging. Take a breath and re-balance your investment portfolio

Blog, InvestingBy Paul Fain, CFP®May 26, 2022

Inflation is challenging. Take a breath and re-balance your investment portfolio Paul Fain, CFP® “I will survive!” sang Gloria Gaynor in the 1970s. Back then, it could have been a battle cry: Oil prices surged, inflation peaked at 14%, and the U.S. stock market plunged 45%. Almost 50 years later, we are facing challenges…

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