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Tuesday, May 23, 2017

Another earnings season is in the books and it was a good one. With more than 90% of S&P 500 companies having reported first quarter 2017 results, S&P 500 earnings are tracking to a solid year-over-year increase of more than 14%...

 

Friday, May 19, 2017

According to Russell Investments, working with a fiduciary advisor adds about 4% to client annual returns over time. Read the article here. 2017 Value of a Fiduciary Advisor

 

Wednesday, May 17, 2017

Thank you to all of you who stopped by the booth to visit with us! We wish you continued success and look forward to working with many of you.

 

Monday, April 24, 2017

The world’s oldest annual marathon was run on April 17 as amateur athletes from around the world descended on Boston, Massachusetts for the 121st running of the Boston Marathon. While elite athletes grab the headlines, over 25...

 

Tuesday, April 4, 2017

The answer to that question depends on what your financial advisor does for you. Many advisors write financial plans for clients. If you want a plan written for you, hire an advisor with the CFP designation (Certified Financial...

 

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Sunday, March 19, 2017

It’s March, and that means one thing: March Madness. All across the country, people are filling out their brackets, studying the teams, and trying to pick that upset that will impress their friends and coworkers with their...

 

Friday, January 20, 2017

Markets are off to a much better start in early 2017 than in 2016. After 10 trading days, the S&P 500 is up 1.3% year to date, compared to an 8% decline during the same period in 2016. You may recall that a year ago, in early 2016,...

 

Saturday, December 31, 2016

Watch the video below and note that the last question to ask is imperative. If your advisor manages your investments and is compensated by asset management fees, then hire someone with the highest asset management credential in the...

 

Wednesday, December 21, 2016

The Federal Reserve’s (Fed) policy-making arm, the Federal Open Market Committee (FOMC), raised its target for the federal funds rate by 0.25% (25 basis points) yesterday as expected at the conclusion of its two-day meeting. By...

 

Monday, December 12, 2016

Our firm users Interactive Brokers for client accounts. This article explains some of the reasons why, but misses the most important. For example, IB offers their Stock Yield Enhancement Program (SYEP) which serves to reduce our client...

 

Tuesday, November 29, 2016

I ran across the attached ad this morning, wherein Fidelity advertises that their $1 per bond commission is extremely low compared to competitors. Well, I have even better news for investors! I just bought 22 bonds for a client on...

 

Sunday, August 14, 2016

This summer so far has been anything but quiet. Between the June Brexit vote, several headline-grabbing jobs reports, the winding path of oil prices, and all-time highs for stocks, there has been a lot of activity to absorb in these...

 

Friday, June 24, 2016

Today we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which led to significant volatility in the global markets. In situations like these, it becomes more important than...

 

Tuesday, March 29, 2016

It's time again to file tax returns and suffer the burden that is INCOME TAX. If your Adjusted Gross Income is over $36,841 (as of 2013 data), you are among the half of Americans who pay more than 97% of the federal income taxes...

 

Tuesday, March 1, 2016

Enjoy this video from LPL Financial's Research Team discussing their investment outlook for 2016.

 

Monday, February 29, 2016

Historically, high yield bonds have performed extremely well following periods of stress like in recent months. Of course, historical performance is no guarantee of future results, but it may shed some light on the probabilities...

 

Wednesday, February 3, 2016

A very good article from AAG about how to strategically use a reverse mortgage. https://www.aag.com/news/featured-article-7-ways-to-use-a-reverse-mortgage-as-a-financial-planning-tool

 

Tuesday, November 24, 2015

Money can buy many things, but can it purchase happiness? To find out, we asked several popular personal finance writers and bloggers whether money can, indeed, make you happy. While all agree that cash can’t actually purchase...

 

Tuesday, November 10, 2015

Check out #9 on the list.

 

Tuesday, November 3, 2015

Article Link Here

 

Friday, October 30, 2015

Many investors are concerned about the risk of increased inflation in light of the Federal Reserve’s unprecedented balance sheet expansion from $900 billion to $3.1 trillion since 2008. This concern is warranted and begs the...

 

Wednesday, February 15, 2012

Today, many families are concerned about the potentially adverse effect of wealth on the financial values of their younger generations. The goals that many affluent parents and grandparents have set for their children or grandchildren...

 

Wednesday, February 15, 2012

Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it’s a difficult subject to talk about, it’s also a topic that often generates lots of questions and misunderstanding. Consider...

 

Saturday, August 13, 2011

Although much of the last decade has been an exception, historically, stock returns have outpaced inflation by the widest margin and have provided the strongest returns over the long term. Those long-awaited golden years have arrived,...

 

Saturday, August 13, 2011

If you have already retired or if you can count the number of years until retirement on your fingers then please heed this friendly warning: Unless you’re already making the most of your current retirement planning strategies,...