Articles

Investment Update - February 2019

SVA Plumb Financial recently hosted their annual Investment and Tax Update. This popular program features insights on the market, an investment overview, as well as financial planning strategies

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Hybrid Funds: Balanced, Lifestyle, or Target?

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio during market downturns. Many

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The SVA Basics of Diversification

Everyone has heard the phrase “don’t put all your eggs in one basket”. This theory can (and should) be applied to your investment portfolio. Putting money into different “baskets” helps spread

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Fixed and Variable Annuity Costs: What You Need to Know

When you think of annuities, you may think of a policy owner that pays an insurance company a premium(s), and in return receives a series of annuitized payments for a defined period of time. 

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Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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The Tech Sector Could Be Dominating Your Portfolio

The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector index posted a 13.19% total

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Wealth Due to Inheritance

If you've recently received a bequest, consider the possibility that the will may be contested if your inheritance was large in comparison with that received by other beneficiaries.

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Investment Planning Throughout Retirement

Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.

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What Is Gross Domestic Product, and Why Is It Important to Investors?

GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in production. In essence, GDP is a broad measure

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Dividend Investing: Small Payments Can Boost Returns

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases)

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