Doug Hutchinson

CFA®, Director of Research and Trading

Sell in May and Go Away

2 min read

Should You “Sell in May and Go Away?”

“Sell in May and go away” is an old stock trading adage that is based on a seasonal pattern demonstrated in U.S. equity markets where stocks tend to have very strong performance between the months of November and April. Historical returns between...

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Minimize taxes with Tax Loss Harvesting

4 min read

Tax Loss Harvesting and 5 Other Ways to Minimize Taxes

There’s no such thing as a one-size-fits-all financial strategy. A solution that works for someone with a diverse portfolio won’t be a good fit for...

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How To Invest When the Market Is High

2 min read

How to Invest When the Market is High | Retirement Planning

With US equity markets trading near all-time highs1, some investors may be concerned about a sell-off in the near future. While this thinking may...

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Retirement Planning: Different Strategies for Different Goals

2 min read

Retirement Planning: Different Strategies for Different Goals

When we talk with clients about saving and investing for the future, the conversation usually steers toward retirement planning – IRAs, 401(k)s,...

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