TruNorth Blog

News & Articles

July 26, 2020

A common debate amongst investment professionals relates to “active vs. passive” management styles within mutual fund and exchange traded fund selection. One of the common arguments from those favoring an “active” strategy is that active managers can find and add value...

July 3, 2020

With the 2nd quarter now behind us, we move towards the second half of 2020 cautiously optimistic about the future of the global economy. The first two quarters of 2020 proved to be filled with unique situations. The capital markets experienced volatility last seen in...

February 28, 2020

As you are likely aware, the Coronavirus is having a meaningful impact on the capital markets. The fear of a global economic recession has caused a correction in the equity market (loss of 10% of more) and an increased demand for safer assets, such as fixed income secu...

February 26, 2019

The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax payment! Proper tax planning should be a coordinated effort between your tax preparer and investment advisor.

When tax and estate laws c...

February 20, 2019

We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful.  Here are some red flags that suggest it's time for a change.

Guessing risk tolerance. Subjective questionna...

February 12, 2019

The Tax Cuts and Jobs Act which was enacted in December 2017, brought about a host of changes for taxpayers. Among the changes was the amount of withholdings as calculated by revised tax tables. 

The IRS announced that it is waiving the estimated tax penalty for various...

December 28, 2018

This has been a painful quarter for the stock market.   Historically, it’s the fourteenth worst quarter for stocks since 1926 for what it’s worth, with the S&P 500 down 17% since the end of September.  

With the overabundance of financial news that any of...

November 5, 2018

The Internal Revenue Service has announced the cost-of-living adjustments applicable for all types of qualified retirement plans and IRAs.

For 2019, highlights include:

  • The Annual Contribution Limit for 401(k), 403(b) and 457 plans increased from $18,500 to $19,...

October 18, 2018

A well-known investment market commentator recently quipped about the recent market pullback:  “The market is the lowest it has been since June 2018.”   When we put the recent pullback in that short run context, it may give us some additional worthy perspective so we d...

April 19, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many inexperie...

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