Are New Stock Market Highs a Concern?
With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may be nervous that...
Did Your Financial Advisor Meet Expectations in 2016?
What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance. The end of 2016 brought a mixed bag for the markets. The...
Retirement is an Artificial Finish Line
I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...
5 Tips When Coming Into a Large Sum of Money
Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...
Traditional IRA Advantages & Disadvantages
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...
10 Things Your Financial Advisor Won’t Tell You
If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the...
What If Financial Planning Is Really About Uncertainty?
If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...
Squirrel: The Intelligent Investor
These have not been ordinary times. Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...
Don’t Get Ripped Off When Getting Your Taxes Done
Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...
Using The Internet To Find And Research Financial Advisors
Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do...
