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...
A Comprehensive Comparison of Retirement Plans
How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get...
Five Tips for Tax Preparation
It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...
10 New Year’s Financial Resolutions
After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be....
Trump and Your Investment Portfolio
Election 2016 is finally over. Chances are, you woke up on November 9 feeling either elated or discouraged. Whether your candidate won or lost, I...
The Compound Interest Effect
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” Albert Einstein...
