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The articles in this blog are provided for the benefit of our clients. Any mention of specific investments is not an offer for investment. Portfolio commentary discusses positions and actions widely, but not universally affecting client portfolios. Even if these positions and actions do not reflect each client's unique portfolio, a discussion will, at a minimum, provide insight to the approaches we employ. Information about investments may change, and Buttonwood maintains no duty to update readers about the positions taken in these articles. If you have further questions about this writing, please call our office at 410-988-2391.

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September 4, 2020 Investing

A Few Stocks Have Driven the S&P 500

July 28, 2020 Investing

The five largest components in the S&P 500, collectively represent 21.6% of the index.

COVID-19 Changed Things – Some for a Long Time, Others for a Moment

July 28, 2020 Investing

While some changes are likely to be long lasting or even permanent, we believe other disruptions from COVID-19 will be temporary

Investment Strategies for Volatile Markets

April 9, 2020 Investing

The opportunity to pick up extra return comes from rebalancing.

Roth IRA Conversions

April 8, 2020 Tax Planning Investing

When any one stock falls to extremely depressed levels, there are things you can do to gain some tax advantages.

When a Buyer Meets a Seller

March 9, 2020 Investing

To understand how prices can either skyrocket or plummet overnight, you must recognize that it is always the most eager buyer and most desperate seller that meet in the middle and form a market.

The Advantage of Having a Say in Your Taxes

January 27, 2020 Tax Planning Investing Retirement

Deferring taxes lets our clients hold onto capital that can compound and grow. Essentially, we continue to invest money that would otherwise be consumed in taxes from more frequent trading.

The Power of Tax-Free Growth