3 Do-It-Yourself Investing Pitfalls
Whether looking to upgrade the kitchen, find a new job, or decide which positions to buy for a 401(k), you must decide: should you do...
5 Retirement Risks That Bite
You are exposed to five potentially catastrophic financial risks, unless you are lucky enough to be in the top 15% of wage earners who have...
Financial Literacy is Saying, “What Would Mom Do?” Before Every Purchase
Financial literacy is important. Despite the nationwide push by companies, websites, the federal governments and the school systems the statistics show that not only are...
Tools to Construct Global Equity Portfolios
It is a global market with many investors seeking global diversification. In the following I offer guidance on global equity market asset allocation. Asset allocation...
Our Global Economy is Essentially a “House of Cards”
For years now we have seen much published conjecture regarding the Fed and when it will raise rates. There are certain economic factors the Fed...
How a Proper Financial Plan can Ease Client Tension
When it comes to massage therapy, most first-time clients anticipate a relaxing, slow and gentle rub down that will warm up tissue and ease tension...
Should Financial Planners Implement Their Own Plans? – upd May 2015
One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance...
College Planning and How One Letter Saved Me $26,000!
Many parents with College bound students have recently experienced the rush of excitement when your offspring rips open the, “Welcome to our University” acceptance letters...
Why to Invest in Alternative Investments
Over the last 2 to 3 years the percentage of our client portfolios invested in alternative investments has increased from 10 percent to around 30 percent....
What to do After Tax Season is Over
Tax season is behind me…what do I do to prepare better for next year? Managing tax liabilities starts with the understanding that taxes are inevitable...
