A Day That Changed the Financial World Forever
10/28/2024
Remembering and reflecting on 9/11 and how that day reshaped the world
A Financial Guide to Beating Life-Stage Fright
10/28/2024
Planning and communication are your best tools to beat life-stage fright
Buffett’s Berkshire Hathaway Hits $1 Trillion Value
10/28/2024
Lessons from the CEO of the first non-tech company in the U.S. to cross $1T
ERISA at 50 Safeguarding America’s Workers
10/28/2024
Fifty years ago marked the beginning of a new era of financial security
Gold Prices Hit Record High in August of 2024
10/28/2024
With gold setting records above $2,500 per ounce, what comes next?
Impact of Artificial Intelligence on Your Utility Bill
10/28/2024
How the intersection of AI and energy will become a focus for investors
Microsoft Revives a Giant with A Checkered Past
10/28/2024
Investor implications as Three Mile Island is set to power Microsoft’s AI
Monday Morning QB The Day-Trader’s Gridiron
10/28/2024
How fantasy football mirrors the frenzy of the stock market for the day-trader
Perils of Timing Investments Based on Fed Moves
10/28/2024
Fed policy is important, but there are a lot of factors that influence markets
Recognize the Perils of the “Dead Cat Bounce”
10/28/2024
Tips to see genuine buying opportunities while avoiding false recoveries
September The Worst Month for Stock Markets
10/28/2024
Tips to navigate this tricky period and potentially capitalize on opportunities
Where You Can Turn in Times of Financial Stress
10/28/2024
Lessons from the global sell off (and subsequent bounce-back) in August
Women are More Active in Financial Markets
10/28/2024
But the industry can do more to ensure that women are equally empowered
How a Fed Rate Cut Will Impact Bond Markets
10/28/2024
Navigate the changing landscape and optimize your fixed-income portfolio
Money Mistakes that Young Professionals Make
4/7/2023
Proactive tips to help you and your family create a secure financial future
Crazy to Think a Salary of $100k Is Not Enough
4/7/2023
Managing expenses, saving and investing wisely bring financial security
Bank Alternatives for Diversifying Cash Holdings
4/7/2023
Options for biz owners in the wake of the SVB and Signature Bank failures
7 Things You Can Do to Trim Your 2023 Tax Bill
4/7/2023
Reducing your tax liability can literally save you thousands of dollars
Building Generational Wealth With Hard Assets
2/24/2023
A five-step guide to build a stable source of income and long-term growth
Inflation: CDs, a Shoe-Box or the Stock Market?
2/24/2023
With inflation still high, which is best for your long-term retirement strategy?
Considerations Before You Invest in Real Estate
2/24/2023
It is not always easy to accurately judge the risk with real estate projects
Why Greening Your Business Might Make Money
2/24/2023
Lower costs, better marketing, new customers, and more green to you?
When Changing Jobs, Rollovers Bring Benefits
2/24/2023
Consolidating retirement accounts can help your retirement immensely
Of the Time to Unleash the Dogs of the Dow in 2023?
1/18/2023
The Dogs of the Dow strategy reminds us of the importance of dividends.
Did the FAANG+ Stocks Have Their Teeth Pulled?
1/18/2023
In 2022, the top 10 tech stocks lost $4.6 trillion in market cap (Japan’s GDP).
A Stronger U.S. Dollar Has Investing Implications
11/16/2022
World currency fluctuations mean more than calculating our travel costs.
Financial Planning For Your Pets Really is a Thing
11/16/2022
We spend billions annually on our pets, so pet planning really is prudent.
Five Questions to Ask As You Consider Retiring
11/16/2022
Normal retirement age used to be 65, but things are way different today.
Tactical Asset Allocation in Today’s Market?
11/16/2022
Understanding relative strength (momentum) and counter-trend analysis.
The Cost of Raising Just One Child is Over $310k
11/16/2022
And that does not include the costs of college, which are skyrocketing too.
Why Beating the S&P 500 is the Wrong Goal
11/16/2022
How you perform against one index bears little on your financial well-being.
Avoid the Crippling Hill That Jack and Jill Went Up
10/4/2022
Sometimes the best financial advice is the simplest: tough, objective love.
Don’t Believe That This Bear is Different – It’s Not
10/4/2022
Bear markets are painful, but they are also part of the investment process.
The Differences Between Growth, Core & Value
10/4/2022
Understanding your style of investing is an important step – especially today.
What To Do When Faced with Bear Market Rallies
10/4/2022
Look beyond the emotional headlines and study the hard facts about bears.
Should Investors Care at All When a Stock Splits?
8/2/2022
Remember the words of Yogi Berra when a company splits its stock.
Why 9.1% Inflation Is Likely to Go Even Higher
8/2/2022
The Producer Price Index is higher than the Consumer Price Index.
The IPO Market Has Cooled 50% So Far in 2022
8/2/2022
Understanding IPOs, the current market, and advice from Warren Buffett.
Could the Price of Oil Hit $250 This Summer?
8/2/2022
If it does, think higher inflation, lower economic growth and global recession.
How to Minimize Taxes During Market Turndowns
8/2/2022
Understanding long-term capital gains taxes when you sell investments
Summer: Great Time to Teach Kids About Money
7/14/2022
Teaching your kids now may be the best gift that you ever give them
Lessons from the Great Recession of 2007 – 2009
7/14/2022
Before the next recession hits (July?), make sure you are prepared.
Estate Planning for the LGBTQ+ Community
7/14/2022
Conflicting federal and state laws present financial planning challenges.
Remember When the DJIA First Hit 30,000?
7/14/2022
It was December 2020 and 18 months later, it is close to crossing 30k again…
Gasoline and Housing Prices Color Your Investing
7/14/2022
Both are skyrocketing – but they impact your investing views very differently.
ABCs of Investing for College
7/14/2022
Invest early. Invest often. Invest for growth. These are the basic principles of saving for your ...
Financial Steps to Take If Your Spouse Dies First
7/1/2022
When a spouse dies, the emotional magnitude of the loss can send your life reeling. It can also ...
Five Lessons to Remember During Bear Markets
7/1/2022
The Stock Market has been trying to teach these lessons forever….
Gold: Inflation Hedge or Just Another Commodity?
7/1/2022
That depends on whether safe assets are offering negative real returns.
How Do You Know if Your Assets are Diversified?
7/1/2022
Using statistical correlations can help refine your investments and lower risk.
Inflation Varies According to Your Age & Spending
7/1/2022
Your advisor will make sure to account for inflation in your retirement plans.
The Fed Raises Rates, Should You Sell Bonds?
7/1/2022
Don’t let public perceptions drive your investing, because that’s speculating.
The Forward 12-Month P/E is a Good Barometer
7/1/2022
The S&P 500’s forward 12-month P/E ratio is now below its 5-year average.
What Should You Do as Markets Flirt with Bears?
7/1/2022
The standard definition of a bear market is when major U.S. stock indices, such as the S&P ...
Will Rising Mortgage Rates Slow Down Housing? Housing prices have increased every single month for the past 12-years
6/28/2022
The housing market has been frustrating for buyers and a boon for sellers, but there are signs ...
Warren Buffett on How to Protect Against Inflation
6/27/2022
We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly ...
Summertime Reminds Us to Be Flexible Your financial plan must be adaptable – you don’t set it and forget it
6/20/2022
As summer heats up, it pays to take a good look at how flexible you are. When you plan for the ...
Living Beyond Your Means Won’t Bring Happiness
6/14/2022
Do you ever feel that no matter how much money you earn, it’s never enough? Do you spend beyond ...
Four Uses of an Advisor
6/13/2022
What is the value of a financial advisor? The personal touch. Here are four stories of how ...
Five Money Moves to Make With Your Tax Refund
6/7/2022
Here are five smart money moves to make with your tax refund.
Bonding With Your Portfolio
6/6/2022
Nearly all investors realize the importance of diversification to the investment process. Many ...
We Can Expect Eleven Rate Hikes Through 2024 Understanding how markets have reacted to previous Fed-hiking
5/30/2022
The stock market in 2022 has seen large declines, beginning with a January drop, followed by a ...
How to Divide an Inheritance Equally
5/24/2022
You can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on. ...
Remember What Happened from 1996 –2009?
5/23/2022
You probably are not aware that March 9, 2022 marks the 13th anniversary of what many call “The ...
Positioning a Portfolio for Additional Rate Hikes
5/17/2022
What counts is how your money is invested now in anticipation of rate hikes
Inheritance Planning can Help Avoid Headaches
5/16/2022
Families inherit money and sometimes make the right moves investing and spending. Inheritances ...
Advanced Philanthropy
5/10/2022
For many affluent individuals, occasional gifts to a favorite charity may satisfy their ...
Nine Reasons you Might Want to Slap Your Advisor
5/9/2022
Starting to doubt your financial advisor? Maybe you are becoming frustrated with some of the ...
The Rising Price of Crude Oil and Gasoline Prices. What should consumers and investors expect beyond March of 2022?
5/3/2022
The stock market in 2022 has seen large declines, beginning with a January drop, followed by a ...
What Traditionally Causes Inflation?
4/26/2022
Inflation, defined as the increase in the average price level of all goods and services, is ...
Warren Buffett’s Annual Letter to Shareholders
4/19/2022
Warren Buffett, chairman and CEO of Berkshire Hathaway and revered as the Oracle of Omaha, ...
Market Volatility Can Stir Your Loss Aversion
4/18/2022
Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial ...
Insider Trading and Why it's a Problem
4/12/2022
There’s a growing bipartisan push to prohibit members of Congress from buying or selling stocks. ...
Black Swans: Short-term Crisis, Long-term Opportunity
4/11/2022
Legendary investor Warren Buffet is a big proponent of this strategy. When others are ...
Does the 60/40 Asset-Allocation-Pie Make Sense?
4/4/2022
The magic asset allocation number so often touted is a 60/40 split between stocks and bonds. ...
The Sunday Blues, 5 Retirement Misconceptions And Social Security’s Massive Raise
3/28/2022
Sunday night blues are not exclusive to workers. Retirees have them, too, because of the ...
Is the NASDAQ Correction a Buying Opportunity?
3/28/2022
About half-way through January of 2022, NASDAQ closed in correction territory (on January 19th , ...
Diversification Can Feel Disappointing
3/28/2022
A well-diversified portfolio is designed to help you achieve your long-term goals as well as ...
Why a January Market Correction Might be Good
3/28/2022
After the stock market’s fantastic growth in 2021, many believe a pullback (or even a ...
What You Should Do When Facing a Bear Market
3/21/2022
The first challenge when facing a bear market is recognizing it. But since bear markets ...
Strategies for Volatile Markets
3/21/2022
Does your financial strategy take into consideration the ups and downs of the market? In ...
Staying Calm Amid Market Volatility
2/24/2022
When faced with uncertainty, remember to 1) keep things in historical perspective, 2) stay ...
Staying Invested for the Long Term
2/24/2022
Investors know that it’s logical to think long-term when it comes to investing. But when ...
Investing with Emotions Can Be Costly
2/24/2022
When times are tough, we want to limit our losses. When things are going well, we wish we ...
12 Estate Planning Must-Dos
1/19/2022
Many of you already have estate documents, probably executed many years ago. You need an ...
Tips for Women to Build Financial Independence
1/18/2022
Traditionally, women have been the caretakers of both the older and younger generations of ...
IRS Makes Contribution Limit Changes for 2022
1/17/2022
The Internal Revenue Service announced that the amount individuals can contribute to their ...
The Real Supply Chain Issue Is You and Me
1/12/2022
There are over 30 million small businesses in the United States, according to ...
Is Vacant Housing the Next Big Thing?
1/11/2022
COVID19 severely impacted the commercial office real estate market because more workers were ...
A Look at Fully Insured-Defined Pension Plans
1/10/2022
Pension plans come in all shapes and sizes. Long favored by employers for a ...
Tips to Keep Emotions and Investing Separate
1/9/2022
Money is always an emotional subject, but often when our emotions get involved with our ...
Social Security Gets Massive 5.9 Raise in 2022
1/8/2022
On October 13th the Social Security Administration announced that Social Security and ...
Subtract Inflation and It All Adds Up
1/7/2022
Some of us may remember the “good old days,” when gasoline prices were as low ...
10 Tips for Small Business Owners
1/6/2022
Small businesses owners should conduct an annual assessment o f their personal finances. Owners ...
Inflation Is Not a Hidden Tax
1/5/2022
We’ve all heard the saying that inflation is a hidden tax. But depending on which state you live ...
No Strategy Is Always Right
1/4/2022
When the facts change, your strategy should change, as well. If you stay wedded to the same ...
Charitable Ideas for What to Do with Your Money
1/3/2022
Considering a charitable donation? When it comes to giving away your money, having a plan ...
Avoid the Pain, Trade When Stocks Hit New Highs
1/1/2022
Right now, stock markets are up smartly for the year, but this might not be the time to start ...
