First Financial Insights
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
Bull Markets We Have To Bear
On March 9th, 2019, we celebrated 10 years of a bull market, making it the longest bull market on record. March 2009 told a different
This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
Stocks and Bonds Diversification
https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.
The Best Financial Plan is Not Based on Money
If you ask most people “what is the basis for the best financial plan?”, odds are extremely high they’d respond that it would be based
What Are Bonds and Why Own Them?
https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their
What Are Stocks and Why Own Them?
https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what
The Retirement Savings Crisis
There is no sugar-coated way to say this: we have a retirement savings crisis on our hands. Reports from a variety of reliable sources indicate
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar to others which could be asked in other areas of
All You Need to Know About Investing
Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the
The Retirement Crisis We Face
America’s Retirement Crisis Americans are currently facing a serious retirement crisis. While many retirees have a general sense that they have saved enough money for
Ignore the Volatility
Nobody likes market volatility. It can scare the heck out of the best of us, and certainly can prompt any of us to second-guess ourselves.
Bull Markets and Bear Markets and Whether They Matter
“If there is an argument to be made for a potentially waning bull market, or even a “bubble”, it’s in bonds, not stocks.” Each new
Top Performing Investment Managers
Performance Scoreboard for Investment Managers *Excerpted, with additions, from the Wall Street Journal. We have just begun a new year, which means that it is
Don’t Confuse Income With Cashflow
You would think that terms like income, earnings and cashflow would be simple. In a certain sense, they are “simple” because each has a relatively
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of what they are, and most of our friends and neighbors
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