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

03/05/24
Reasons People Fall Off Their Retirement Track
02/19/24
Navigating Tax Season When You’re Self-Employed
02/05/24
Does a U.S. Presidential Election Impact Stock Market Performance?
01/22/24
Cybersecurity Best Practices: My Identity Was Stolen – Now What?
01/18/24
Quarterly Edge Webinar: Q1 2024 Market Analysis
01/08/24
Blue Chip Partners Quarterly Edge: Q1 2024
01/04/24
Cybersecurity Best Practices: Fortify Your Online Presence
12/18/23
Important Documents To Keep Safe and How To Do It
12/04/23
Cybersecurity Best Practices: How to Protect Yourself Against Phishing Attacks
11/20/23
Historical Trends of Seasonality in the Market During the Calendar Year
11/13/23
Behind the Scenes: Investment Reviews – Genuine Parts Co., O’Reilly Automotive Inc.
10/12/23
Quarterly Edge Webinar: Q4 2023 Market Analysis
10/04/23
Blue Chip Partners Quarterly Edge: Q4 2023
09/29/23
Behind the Scenes: Investment Reviews – Texas Instruments Inc., KLA Corp., ASML Holding NV
08/30/23
Blue Chip Partners Named One of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business
07/31/23
Understanding the Premiums You Pay for Medicare
07/22/23
How Investor Sentiment Might Impact the Current Market Scenario
07/21/23
Quarterly Edge Webinar: Q3 2023 Market Analysis
07/13/23
Blue Chip Partners Quarterly Edge: Q3 2023
06/29/23
Qualified Dividends vs. Ordinary Dividends
06/15/23
What Does Artificial Intelligence Mean for Businesses?
06/08/23
Factors That Impact Social Security Benefits
06/01/23
Tips for Saving for Your Dream Home
05/25/23
The Importance of Time Horizons in Investing
05/25/23
Executives at Blue Chip Partners Named to Forbes’ 2023 List of Best-In-State Wealth Advisors 
05/11/23
6 Financial Planning Items to Consider During a Divorce or Death of a Spouse
05/03/23
How Women Can Balance Multiple Financial Responsibilities
04/14/23
Quarterly Edge Webinar: Q2 2023 Market Analysis
04/13/23
529 Plans – The Gift of Education
04/05/23
Blue Chip Partners Quarterly Edge: Q2 2023
03/31/23
Blue Chip Executives Attend T3 Technology Tools for Today Conference in Tampa
03/23/23
Buffett Knows Best: Where We See Opportunity Amongst Berkshire Hathaway’s Holdings
03/15/23
Voluntary Separation Package – Key Questions to Ask Your Financial Advisor
03/13/23
Does Banking Bust Spell Disaster? What Investors Need To Know About the Banking Buzz
03/09/23
Quality Investments for a Stagflationary Environment
03/07/23
State of the Market Webinar – March 2023
03/02/23
After-tax 401(k) Contributions: Supercharge Your Retirement Savings
02/22/23
Financial First Steps: Understanding Your Expenses
02/16/23
Our Favorite International Stock Funds in 2023
02/09/23
How You Can Transfer Unused 529 Funds to a Roth IRA
01/27/23
Biggest Risks and Threats Facing Businesses in 2023
01/23/23
Quarterly Edge Webinar: Q1 2023 Market Analysis
01/18/23
Blue Chip Partners Wins Best Practices Award from InvestmentNews
01/03/23
Blue Chip Partners Quarterly Edge: Q1 2023
12/08/22
Year End Moves for Corporate Executives with a Concentrated Position in Company Stock
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 Webinar: 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