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December 1, 2021
Retirement Planning
Ara Abrahamian, CRPC®
How to Reduce RMD Taxes with a Qualified ...

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

Ara Abrahamian, CRPC®
April 1, 2022
Market Commentary

Market Commentary: Higher We Go!

Ara Abrahamian, CRPC®
April 1, 2022
Market Commentary

Ultimately, rising interest rates can benefit bonds. Here’s why.

Tagged: Interest Rates, Bonds, Bond Prices, Bond Yields, Federal Reserve

Ara Abrahamian, CRPC®
March 21, 2022
Investment Management

How Stock Markets Historically Respond to Geopolitical Risks

Ara Abrahamian, CRPC®
March 21, 2022
Investment Management

If you’re concerned about the impact of the Russia-Ukraine hostilities on the stock market, read this blog to see what history tells us about geopolitical risks.

Tagged: Stock Market, Russia, Ukraine, Market Correction, Recession, Inflation, Geopolitics, War

Ara Abrahamian, CRPC®
March 14, 2022
Investment Management

The Tax Consequences of Your Kids Trading on Robinhood

Ara Abrahamian, CRPC®
March 14, 2022
Investment Management

Robinhood’s popularity has skyrocketed. If you or family members are using the app, here are some need-to-know tax rules.

Tagged: Robinhood, Taxes, Apps

Ara Abrahamian, CRPC®
March 2, 2022
Market Commentary

Market Commentary: Why the “Safe Haven” of Bonds Turned Volatile

Ara Abrahamian, CRPC®
March 2, 2022
Market Commentary

Bonds, normally considered a haven, have joined the recent market volatility. Here’s what that could mean for investors.

Tagged: Volatility, Bonds

Ara Abrahamian, CRPC®
February 14, 2022
Estate Planning

Understanding the Step-Up in Cost Basis with Your Inheritance

Ara Abrahamian, CRPC®
February 14, 2022
Estate Planning

Whether you are planning to leave an inheritance or you are an heir, you will want to understand the step-up in cost basis.

Tagged: Step-Up in Cost Basis, Inheritance, Capital Gains

Ara Abrahamian, CRPC®
January 31, 2022
Market Commentary

Market Commentary: Holy Volatility!

Ara Abrahamian, CRPC®
January 31, 2022
Market Commentary

January 2022 has been one of the most volatile Januarys in history for the stock market. Here’s why you shouldn’t panic.

Tagged: Market Volatility, Federal Reserve

Ara Abrahamian, CRPC®
January 13, 2022
Retirement Planning

Applying for a Mortgage in Retirement

Ara Abrahamian, CRPC®
January 13, 2022
Retirement Planning

Buying a home as a retiree is different from when you were working. Here’s what you need to know about getting a retirement mortgage.

Tagged: Mortgage, Home Purchase, Retirement Mortgage

Ara Abrahamian, CRPC®
January 3, 2022
Market Commentary

Market Commentary: My "Bold" Stock Market Prediction for 2022

Ara Abrahamian, CRPC®
January 3, 2022
Market Commentary

What is in store for the stock market in 2022? Here’s why you should take any predictions with a grain of salt.

Tagged: 2022, Market Forecast

Ara Abrahamian, CRPC®
December 1, 2021
Retirement Planning

How to Reduce RMD Taxes with a Qualified Charitable Distribution

Ara Abrahamian, CRPC®
December 1, 2021
Retirement Planning

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

Tagged: QCD, Qualified Charitable Distribution, RMD, Required Minimum Distribution, Tax Bracket

Ara Abrahamian, CRPC®
November 29, 2021
Market Commentary

Market Commentary: Inflation Worries?

Ara Abrahamian, CRPC®
November 29, 2021
Market Commentary

How concerned should we be about the persistence of inflation?

Tagged: Inflation, Supply Chain

Ara Abrahamian, CRPC®
November 1, 2021
Investment Management

Market Commentary: More Record Highs Ahead?

Ara Abrahamian, CRPC®
November 1, 2021
Investment Management

If more record highs for the markets are ahead, will they inevitably lead to a correction?

Tagged: Stock Market, S&P 500, Market Correction

Ara Abrahamian, CRPC®
October 25, 2021
Financial Planning

Is Now the Right Time to Deal with Roth IRA Conversion Taxes?

Ara Abrahamian, CRPC®
October 25, 2021
Financial Planning

Proposed rules would prohibit high-earning taxpayers from converting from an IRA to a Roth and prevent anyone from converting after-tax 401(k) funds to a Roth.

Tagged: Traditional IRA, Roth IRA, Roth IRA Conversion, Mega Backdoor Roth Conversion

Ara Abrahamian, CRPC®
September 30, 2021

Market Commentary: Are We in a Housing Bubble?

Ara Abrahamian, CRPC®
September 30, 2021

Google searches on housing market crashes recently soared. Read this article to see why we don’t appear to be in a housing bubble.

Ara Abrahamian, CRPC®
September 15, 2021
Education Planning

How to Spend from a 529 College Plan

Ara Abrahamian, CRPC®
September 15, 2021
Education Planning

Much emphasis has been placed on why you should save into a 529 college savings plan—but not on how spending the money works. We cover how in this article.

Tagged: Investing, 529 Plan, Tuition

Ara Abrahamian, CRPC®
September 1, 2021

Market Commentary: Stagflation?

Ara Abrahamian, CRPC®
September 1, 2021

We hear a lot about inflation, but what about stagflation? We look at what economic factors tell us about its potential.

Karly Holland, CFP®, CTS™
August 16, 2021
Retirement Planning

Health Savings Account (HSA): A No-Brainer for Retirement Planning

Karly Holland, CFP®, CTS™
August 16, 2021
Retirement Planning

How to use a health savings account (HSA) as part of your retirement plan.

Tagged: Health Savings Account, HSA, Health Care

Ara Abrahamian, CRPC®
August 3, 2021
Investment Management

Market Commentary: Ignore the Noise

Ara Abrahamian, CRPC®
August 3, 2021
Investment Management

Market corrections come and go. Here is how you can help prepare for the next one.

Tagged: Market Correction, S&P 500

Ara Abrahamian, CRPC®
July 15, 2021
Financial Planning

Why You Should Open a Roth IRA for Your Kids (Or Grandkids)

Ara Abrahamian, CRPC®
July 15, 2021
Financial Planning

If you’re looking to kick-start your kid’s (or grandkid’s) retirement savings, a Roth IRA offers great advantages.

Tagged: Children’s Savings, Roth IRA, Retirement Savings

Ara Abrahamian, CRPC®
June 30, 2021

Market Commentary: Let’s Talk About Debt

Ara Abrahamian, CRPC®
June 30, 2021

Household debt has climbed to $14.64 trillion, but is that as alarming as it sounds? We provide context.

Karly Holland, CFP®, CTS™
June 15, 2021
Estate Planning

Why You Need an Estate Plan When You Have Minor Children

Karly Holland, CFP®, CTS™
June 15, 2021
Estate Planning

If you are living without an estate plan, you’re potentially leaving your children and surviving spouse with more heartache than necessary.

Tagged: Minor Children, 529 Plan, Trust, Legal Guardian, Life Insurance

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