The Insightful Advisor

Welcome to The Insightful Advisor! Our blog is designed to present our current thinking about a range of issues related to investing, wealth management, retirement planning and much more.

The Insightful Advisor speaks directly to the key questions and issues you may be facing as you plan your financial future.

If you have any questions about the information in The Insightful Advisor or if there is a topic you think we should cover, please drop us an email. We would love to hear from you.

In addition to the blog content below, please click here to visit our 'In the News' page and see additional educational articles that we've written or been quoted in for third-party publications.

Blog Categories

03/13/23

Published by

Daniel Dusina on 03/13/23

Does Banking Bust Spell Disaster? What Investors Need to Know About the Banking Buzz

03/09/23

Published by

Daniel Dusina on 03/09/23

Quality Investments for a Stagflationary Environment

03/07/23

Published by

Daniel Dusina on 03/07/23

State of the Market Webinar – March 2023

03/02/23

Published by

Emily Prater on 03/02/23

After-tax 401(k) Contributions: Supercharge Your Retirement Savings

02/22/23

Published by

D. Scott Foret on 02/22/23

Financial First Steps: Understanding Your Expenses

02/16/23

Published by

Daniel Dusina on 02/16/23

Our Favorite International Stock Funds in 2023

02/09/23

Published by

Cody VanderHagen on 02/09/23

How You Can Transfer Unused 529 Funds to a Roth IRA

01/27/23

Published by

Daniel Dusina on 01/27/23

Biggest Risks and Threats Facing Businesses in 2023

01/23/23

Published by

Daniel Dusina on 01/23/23

Quarterly Edge Live: Q1 2023 Market Analysis

01/18/23

Published by

Robert Steinberg on 01/18/23

Blue Chip Partners Wins Best Practices Award from InvestmentNews

01/03/23

Published by

Daniel Dusina on 01/03/23

Blue Chip Partners Quarterly Edge: Q1 2023

12/05/22

Published by

D. Scott Foret on 12/05/22

Navigating Income Levels And Marginal Tax Rates

11/28/22

Published by

D. Scott Foret on 11/28/22

Why Are Tax Brackets Important?

11/25/22

Blue Chip Partners Webinar: What are business leaders saying about the road ahead

Published by

Daniel Dusina on 11/25/22

Q3 2022 Earnings Wrap [Video]

11/20/22

Dan Seder and the title "Why consider structuring a 10b5-1 plan"

Published by

Dan Seder on 11/20/22

Why Consider Structuring A 10b5-1 Plan

11/20/22

Dan Seder and the title "When to sell company stock"

Published by

Dan Seder on 11/20/22

When To Sell Company Stock

11/20/22

Dan Seder and the title "The Importance of Instrinsic Value and Time Value"

Published by

Dan Seder on 11/20/22

The Importance Of Intrinsic Value And Time Value

11/09/22

Published by

D. Scott Foret on 11/09/22

Exploring The Question, “What Is My Tax Bracket?”

10/30/22

Published by

Robert Steinberg on 10/30/22

How Capital Gains Distributions Work

10/13/22

Published by

Daniel Dusina on 10/13/22

Quarterly Edge Live: Q4 2022 Market Analysis

10/13/22

Published by

Matthew Mondoux on 10/13/22

Company Stock Got You Down?

10/02/22

Published by

Daniel Dusina on 10/02/22

Blue Chip Partners Quarterly Edge: Q4 2022

09/29/22

Published by

Matthew Mondoux on 09/29/22

Mutual Funds: What You Don’t Know CAN Cost You

09/08/22

Aqua piggy bank with HSA written on a notepad

Published by

Naoko McKelvey on 09/08/22

Health Savings Accounts Help Maximize Tax-Free Retirement Benefits

08/25/22

Published by

Erin Goss on 08/25/22

Conducting The Great Symphony: An Organization Running On EOS®

08/16/22

Published by

Robert Steinberg on 08/16/22

2022: What Happened to Bonds?

08/10/22

Blue Chip Partners is one of the top growing financial advisory firms in the U.S. according to Smart Asset

Published by

Robert Steinberg on 08/10/22

Blue Chip Partners Named One Of The 50 Fastest-Growing Investment Advisory Firms In The USA

07/18/22

Published by

Dan Seder on 07/18/22

Don’t Let Behavioral Biases Derail Your Executive Investment Strategy

07/14/22

Blue Chip Partners Webinar - Why is it challenging to be a good investor - July 14, 2022

Published by

Daniel Dusina on 07/14/22

Preventing Emotion From Causing Bear Market Mistakes

07/11/22

Published by

Daniel Dusina on 07/11/22

Blue Chip Partners Quarterly Edge: Q3 2022

07/07/22

Published by

Robert Steinberg on 07/07/22

Blue Chip Partners Names Mondoux & Foret As Shareholders

06/24/22

Published by

Dan Seder on 06/24/22

The Effect Of Diminishing Leverage In Stock Options

06/03/22

Published by

Dan Seder on 06/03/22

Stock Options Underwater? Don’t Give Away Your Time Value

05/31/22

Blue Chip Parnters Webinar - May 25, 2022 - state of the markets

Published by

Daniel Dusina on 05/31/22

State Of The Markets: May 25, 2022

05/13/22

Published by

Hayden Kibbey on 05/13/22

RSUs And Other Types Of Equity Compensation

04/20/22

Published by

Dan Seder on 04/20/22

Mutual Funds 102: Basics That Investors Need To Know

04/11/22

Published by

Daniel Dusina on 04/11/22

Blue Chip Partners Quarterly Edge: Q2 2022

03/31/22

Published by

Dan Seder on 03/31/22

Mutual Funds 101: A Guide For Beginners

03/22/22

Published by

Dan Seder on 03/22/22

Surviving Spouse Financial Checklist: Break Glass In Case Of Emergency

03/18/22

Published by

Daniel Dusina on 03/18/22

What Russia’s Invasion Of Ukraine Means For Global Finance

03/07/22

Published by

Naoko McKelvey on 03/07/22

Turning A Roth IRA Into An Estate Planning Tool

03/01/22

Published by

D. Scott Foret on 03/01/22

How To Use A 1031 Exchange To Defer Capital Gains Tax – Part Two

02/01/22

Published by

D. Scott Foret on 02/01/22

How To Use A 1031 Exchange To Defer Capital Gains Tax

01/21/22

Published by

Jonathan Johnson on 01/21/22

IRA Taxes – Rules To Know & Understand

01/10/22

Published by

Daniel Dusina on 01/10/22

Blue Chip Partners Quarterly Edge: Q1 2022

01/06/22

Published by

Jonathan Johnson on 01/06/22

Roth IRAs – Our 7 Most Common Questions

12/16/21

Published by

Hayden Kibbey on 12/16/21

What Transitory Inflation Means For Markets

12/09/21

Published by

Daniel Dusina on 12/09/21

Physics And Finance – Don’t Confuse The Two

12/02/21

Published by

Emily Prater on 12/02/21

Types of Advanced Care Directives

11/18/21

Published by

Dan Seder on 11/18/21

4 Things To Know About Structuring 10b5-1 Plans

11/12/21

Published by

Dan Seder on 11/12/21

Managing Equity Compensation

11/09/21

Blue Chip Partners is expanding our team

Published by

Robert Steinberg on 11/09/21

Expanding Our Team To Better Serve You

11/04/21

Published by

Dan Seder on 11/04/21

Diversify Leveraging Technical Analysis

10/26/21

Published by

Dan Seder on 10/26/21

Corporate Insiders Need A Technical Analyst

10/15/21

Published by

Daniel Dusina on 10/15/21

Quarterly Edge Video Series: Q4 2021

10/15/21

Published by

Daniel Dusina on 10/15/21

Blue Chip Partners Quarterly Edge: Q4 2021

10/11/21

Published by

Robert Steinberg on 10/11/21

Erin Goss Joins Blue Chip Partners as Chief Operating Officer

09/30/21

Published by

Jacob Seabolt on 09/30/21

Could CBDC Impact Global Currency Reserves?

09/27/21

Published by

Robert Steinberg on 09/27/21

Timothy Reaume Joins Blue Chip Partners as a Senior Financial Advisor

09/21/21

Published by

Daniel Dusina on 09/21/21

Market Insights: China Evergrande Group

09/16/21

Published by

Jacob Seabolt on 09/16/21

Central Bank Digital Currency: Central Banking For All

09/09/21

Blue Chip Partners marks $1 Billion in AUM

Published by

Robert Steinberg on 09/09/21

Blue Chip Partners Surpasses $1 Billion in Assets Under Management

08/31/21

Published by

Jacob Seabolt on 08/31/21

The World Of Digital Currency: Banks, Cryptocurrency and Stablecoin

08/22/21

Published by

Matthew Mondoux on 08/22/21

The Power Of Compound Interest

08/17/21

Published by

Matthew Mondoux on 08/17/21

Investing In Bonds At The End Of The Bull Market

08/10/21

Published by

Daniel Dusina on 08/10/21

August 2021 Economic Indicators

08/03/21

Published by

Daniel Dusina on 08/03/21

The Chip Shortage of 2021: Implications for the Global Economy

07/27/21

Published by

Jonathan Johnson on 07/27/21

Social Security Benefits At Age 62 Vs. Age 70 [Case Study]

07/21/21

Published by

Matthew Mondoux on 07/21/21

What To Make Of Earnings Season in 2021 [Market Analysis]

07/19/21

Blue Chip Partners Top Financial Advisory Firm in Michigan

Published by

Mitch Polich on 07/19/21

Don’t Stress, Banks Have Aced The Test [Economic Study]

07/08/21

Published by

Daniel Dusina on 07/08/21

Blue Chip Partners Quarterly Edge [Q3 2021]

07/01/21

Published by

Daniel Dusina on 07/01/21

Big Tech: The Modern Consumer Staple [Economic Study]

06/15/21

Published by

Daniel Dusina on 06/15/21

How Worried Should You Be About Inflation? [Economic Study]

06/04/21

Daniel Dusina, Director of Investments at Blue Chip Partners

Published by

Robert Steinberg on 06/04/21

Daniel Dusina Joins Blue Chip Partners as Director of Investments

06/03/21

Published by

Dan Seder on 06/03/21

How To Identify Undervalued Companies With Growth Potential [Methodology]

05/18/21

Published by

Dan Seder on 05/18/21

NASDAQ Vs. Dow Stock Market Forecast [Data Study]

05/11/21

Published by

Dan Seder on 05/11/21

Sell In May And Go Away? It Depends.

04/27/21

Published by

Dan Seder on 04/27/21

Speculating Vs. Investing: Know The Difference

04/13/21

Published by

Dan Seder on 04/13/21

Shedding Light on Future Economic Developments [Market Analysis]

02/02/21

Published by

Dan Seder on 02/02/21