Market Volatility: Should You Buy or Sell?
The world’s oil situation – coupled with a difficult Chinese economy – has recently caused some worries which have negatively affected the world’s financial markets...
Investment Returns Revisited– Part I
Looking back at 2015, which was a flat year for most major asset classes, it is reasonable for investors to ask “What is a reasonable rate...
The Reverse Mortgage Scam
“Father, what is this worth?” asked the son in his father’s shop. “Am I buying or selling?” replied the father. If all you did was...
Why Robo Advisors Are Not Cutting Edge
I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...
5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off
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...
Things That Matter to Investors
Many of the comments we received from clients, friends and acquaintances express frustration with the current economic and political environment investors find themselves in, in...
How Much Is a Financial Planner Worth?
According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...
The Crazy World of Financial Advisor Acronyms
Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...
Stock Markets Rocky Start to 2016
The stock markets are off to a rocky start in 2016 and the question that seems to be asked most is “Is it different this...
Why it May be Advantageous to Diversify Retirement Savings
Although income may be lower than it was during working years, retirees may be surprised when their tax bracket is unchanged or even higher during...
