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

05/17/22

RSUs And Other Types Of Equity Compensation

04/25/22

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