Financial Planning, Tax, and Wealth Insights

Sachetta is a fee-only, fiduciary advisory firm

Our blog delivers practical advice on retirement planning, investing, taxes, estate and legacy planning and more so that your plan, portfolio, and tax strategy all work together.

Every article is written by our advisors to help you make confident decisions for your life's road ahead.

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Investing

A couple discusses placing each investment in the account where it's treated most favorably for taxes while drinking coffee.

4 min read

Keep More of Your Wealth With Smart Investment Placement

Smart Investment Placement: Tax-smart investing focuses on reducing the taxes that quietly chip away at your returns. By placing each...

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When the stock market drops, don’t panic sell, stick to your plan, and keep contributions going like this family playing football.

3 min read

What Should I Do When the Stock Market Drops?

Key Steps When the Stock Market Drops: Follow a few calm rules: don’t panic-sell, and trust your plan. If you’re still building your wealth,...

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Here are some risk management strategies for high earners when it comes to investment management.

3 min read

5 Strategies for Mitigating Investment Risk for High Earners

High earners have many investment opportunities, which means they’re also vulnerable to investment risks. Anticipating potential drawbacks is part of...

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Father reading bedtime stories to child. How tech trends impact investment strategies.

3 min read

Four Tech Trends Shaping Today's Investment Strategies

Some companies and technologies seem evergreen. It’s hard to imagine a company unseating Apple as the leader in mobile phone production, or another...

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Young couple traveling with a map in the city. Choosing the right investment strategy provides peace of mind.

3 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Considering passive and active investment strategies is part of building a portfolio you feel comfortable with. The former strategy attempts to...

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Understanding the impact of economic trends can help investors make thoughtful and strategic investment decisions. A couple relaxes in the forest, sitting on a fallen tree trunk.

3 min read

The Impact of Economic Trends on Investment Opportunities

A sound investment strategy should be flexible because the economy is constantly in flux. Economic trends can negatively impact the value of an...

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Child with mother listening to a shell at beach. Value investing. Practicing picking stocks

3 min read

Value Investing: Principles and Practices for Long-Term Success

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor, recently described the...

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A mother and a young child embrace. Parents of young children should learn about 529 College savings plans as part of their college saving planning.

4 min read

529 College Savings Plan: Pros, Cons and Alternatives

Considering the projected costs of a college education over the next few decades, it could cost more than a million dollars for your kids or...

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Happy couple walking down a country road with their bulldog. Crypto Crash

3 min read

Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose

2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic about your new cryptocurrency investment, you...

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A smiling retired couple goes for a new year’s day walk down a city street with lights after talking about their diversification strategy.

4 min read

What’s Your Diversification Strategy? (And Why It Matters)

There’s a good reason the proverb “don’t put all your eggs in one basket” is so often used when people talk about portfolio balancing and...

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