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.


Blog Categories

12/05/22

Navigating Income Levels And Marginal Tax Rates

11/28/22

Why Are Tax Brackets Important?

11/25/22

Q3 2022 Earnings Wrap [Video]

11/20/22

Why Consider Structuring A 10b5-1 Plan

11/20/22

When To Sell Company Stock

11/20/22

The Importance Of Intrinsic Value And Time Value

11/09/22

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

10/30/22

How Capital Gains Distributions Work

10/13/22

Quarterly Edge Live: Q4 2022 Market Analysis

10/13/22

Company Stock Got You Down?

10/02/22

Blue Chip Partners Quarterly Edge: Q4 2022

09/29/22

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

09/08/22

Health Savings Accounts Help Maximize Tax-Free Retirement Benefits

08/25/22

Conducting The Great Symphony: An Organization Running On EOS®

08/16/22

2022: What Happened to Bonds?

08/10/22

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

07/18/22

Don’t Let Behavioral Biases Derail Your Executive Investment Strategy

07/14/22

Preventing Emotion From Causing Bear Market Mistakes

07/11/22

Blue Chip Partners Quarterly Edge: Q3 2022

07/07/22

Blue Chip Partners Names Mondoux & Foret As Shareholders

06/24/22

The Effect Of Diminishing Leverage In Stock Options

06/03/22

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

05/31/22

State Of The Markets: May 25, 2022

05/13/22

RSUs And Other Types Of Equity Compensation

04/20/22

Mutual Funds 102: Basics That Investors Need To Know

04/11/22

Blue Chip Partners Quarterly Edge: Q2 2022

03/31/22

Mutual Funds 101: A Guide For Beginners

03/22/22

Surviving Spouse Financial Checklist: Break Glass In Case Of Emergency

03/18/22

What Russia’s Invasion Of Ukraine Means For Global Finance

03/07/22

Turning A Roth IRA Into An Estate Planning Tool

03/01/22

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

02/01/22

How To Use A 1031 Exchange To Defer Capital Gains Tax

01/21/22

IRA Taxes – Rules To Know & Understand

01/10/22

Blue Chip Partners Quarterly Edge: Q1 2022

01/06/22

Roth IRAs – Our 7 Most Common Questions

12/16/21

What Transitory Inflation Means For Markets

12/09/21

Physics And Finance – Don’t Confuse The Two

12/02/21

Types of Advanced Care Directives

11/18/21

4 Things To Know About Structuring 10b5-1 Plans

11/12/21

Managing Equity Compensation

11/09/21

Expanding Our Team To Better Serve You

11/04/21

Diversify Leveraging Technical Analysis

10/26/21

Corporate Insiders Need A Technical Analyst

10/15/21

Quarterly Edge Video Series: Q4 2021

10/15/21

Blue Chip Partners Quarterly Edge: Q4 2021

10/11/21

Erin Goss Joins Blue Chip Partners as Chief Operating Officer

09/30/21

Could CBDC Impact Global Currency Reserves?

09/27/21

Timothy Reaume Joins Blue Chip Partners as a Senior Financial Advisor

09/21/21

Market Insights: China Evergrande Group

09/16/21

Central Bank Digital Currency: Central Banking For All

09/09/21

Blue Chip Partners Surpasses $1 Billion in Assets Under Management

08/31/21

The World Of Digital Currency: Banks, Cryptocurrency and Stablecoin

08/22/21

The Power Of Compound Interest

08/17/21

Investing In Bonds At The End Of The Bull Market

08/10/21

August 2021 Economic Indicators

08/03/21

The Chip Shortage of 2021: Implications for the Global Economy

07/27/21

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

07/21/21

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

07/19/21

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

07/08/21

Blue Chip Partners Quarterly Edge [Q3 2021]

07/01/21

Big Tech: The Modern Consumer Staple [Economic Study]

06/15/21

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

06/04/21

Daniel Dusina Joins Blue Chip Partners as Director of Investments

06/03/21

How To Identify Undervalued Companies With Growth Potential [Methodology]

05/18/21

NASDAQ Vs. Dow Stock Market Forecast [Data Study]

05/11/21

Sell In May And Go Away? It Depends.

04/27/21

Speculating Vs. Investing: Know The Difference

04/13/21

Shedding Light on Future Economic Developments [Market Analysis]

02/02/21

Outperforming the S&P 500 in 2020