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...
How a Hedging Strategy May Help Your Retirement Plan Survive
This is part 2 of a 2 part series. Many retirees continue to invest as though they’re still in the accumulation phase as I stated...
5 Critical Differences between Financial Advisors and Robo Advisors – Infographic
Your assets are going to be invested in the global securities markets. The question is how do the assets get from where they are now...
6 Retirement Planning Myths
Retirement is often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your...
A Revelation for Core-Satellite Investing: The S&P Emperor
Core-satellite investing has been embraced as a way to diversify and lower costs, but the S&P500 as core does neither. Core-satellite investing continues to be...
How Bear Market Risks are Bad for Your Retirement
This is part 1 of a 2 part series. Will your retirement plan survive the next bear market? Well it probably will be around...
Is Wealth Management Only for the Wealthy? – upd April 2015
Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you...
Why Women Beat Out Men in Investing
According to a recent study by SigFig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig...
