Felton & Peel Blog
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
May 29, 2025
If you're nearing retirement, growing your portfolio, or just trying to stay calm amidst a flurry of scary headlines, knowing how to navigate a down market is just as important as knowing how to grow in a strong one.
May 1, 2025
Whether you’re skeptical, curious, or somewhere in between regarding Bitcoin. Here are five key facts that will give you a clearer picture.
March 7, 2025
The nature of cryptocurrency taxation, the risks of failing to report taxable items, and how to protect yourself against costly mistakes.
June 2, 2024
Stock market volatility can cause anxiety for even the seasoned investor. Learn these four tips to help manage your expectations.
January 9, 2024
Learn the pros and cons on how capital gain distributions and interest income may affect your income taxes this season.
May 4, 2023
One of the most meaningful things you can do is to set your child up for financial success. Preparing for their future can help them launch their adult lives.
December 2, 2022
During the holidays, money advice is often overlooked. Here are some financial tips you can use during the holidays.
February 3, 2022
Knowing the pros and cons of a Roth IRA conversion is a well-kept secret when saving for retirement.
December 1, 2021
Selecting the right IRA can be a great way to build wealth for retirement while offering flexibility and tax savings.
September 7, 2021
Getting a grip on your personal finance; how you plan for your future and manage your money, is the foundation of any future wealth success.
July 27, 2021
When receiving an employee stock options plan, the first place to start is by considering the nature of the offer and how it is structured.
June 30, 2021
The arrival of Non-Fungible Tokens (NFTs) into the mainstream is certainly interesting. But should you feel comfortable investing in them?
June 9, 2020
We need to do a better job of addressing the lack of minority leadership in finance, showing minorities there is a seat for them at the table.
June 7, 2019
For African-American households, increasing your risk tolerance to overcompensate for the wealth gap is a very dangerous game to play.
September 21, 2018
The art of creating the best asset allocation for your portfolio is a subject you can never know too much about.
