The Book

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2022 - A Year In Review

by Jason Silverberg on Jan 11, 2023

Categories

Greetings!

I hope this note finds you and your family well and that you enjoyed your holidays. Wow, 2022 was quite the year. I wanted to take a moment to reflect back on the year that we had and share with you a few updates.

2022 started off a bit...

Digital Care Package

by Jason Silverberg on Mar 31, 2020

Hey Everyone:

During this difficult time when many of us are working from home, I wanted to pass along a few resources for you and your loved ones.

Stay Calm, Stay Resourceful and Stay Safe. Hope to see you soon!

Jason

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Understanding Investment Risk

by Jason Silverberg on Feb 19, 2020

Categories

Financial Planning

Investment Risk

Market Volatility

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to take. It probably doesn’t dawn...

Don’t Like Where You are Financially? Change Your Behavior

by Jason Silverberg on Nov 12, 2019

Categories

Financial Planning

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions...

2018 Tax Filing Data Shows Need to Review Withholding

by Jason Silverberg on Aug 6, 2019

2018 Tax Filing Data Shows Need to Review Withholding

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data seems to show the need for taxpayers to...

How Confirmation Bias Could be Hurting your Investment Performance

by Jason Silverberg on Jun 25, 2019

Categories

Financial Planning

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to...