CSA Financial

December 18 , 2018 | Posted by Marc Wambaugh |

Why Should You Diversify?

As 2019 approaches, volatility has returned to the stock markets.  With that volatility comes a feeling of insecurity as investors watch their statement values go up and down.  During these times, the conventional wisdom is that diversification can help smooth out the ride.  However, US stocks have outperformed non-US stocks in recent years. For the

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July 13 , 2018 | Posted by Brad Schueler |

Tax Planning and Your Investment Portfolio

Summertime is back upon us and brings with it a break from school for families, summer vacations, and generally a more relaxed pace of life. The stock market has gotten off to a volatile start this summer. Market volatility can lead to rebalancing of an investment portfolio, which may, however, lead to tax consequences from

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