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
April 21, 2018
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.
March 29, 2018
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
February 5, 2018
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
January 15, 2018
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
January 15, 2018
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
October 16, 2017
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
June 19, 2017
2017 Five Star Wealth Manager Award Winner
A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by couching it in a phony show of humility, and we
June 6, 2017
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
May 30, 2017
Understanding Life Insurance
The Purpose Of Life Insurance Financial planning naturally focuses on the things you want to accomplish. What sometimes is missed is the fact that you
March 17, 2017
