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...
4 Essential Steps For Financial Stability After Your Divorce
If you are going through a divorce, you are probably experiencing one of the most difficult periods of your life. It’s normal to feel a...
How to Know if Your Financial Advisor is a Real Investment Expert
What does it mean if your current advisor is not a real investment expert? It means your advisor mislead you. What should you do the next...
Putting ‘The Markets’ News Into Perspective
The markets have been experiencing significant turbulence lately. There is no shortage of negative news. You simply have to turn on the TV. What I’d...
Investment Decisions in Haste – Is a Waste of Time
Recently in an Investment Committee discussion we reviewed a client portfolio with the wealth advisor who manages the relationship and verbalized a set of statements that had...
Weighing In- Politicians Protect Wall Street Executives
It is a travesty of justice that Wall Street executives can rip-off consumers for billions of dollars each year with no accountability for the damage...
