Blog
The Wise Investor’s Counter-Intuitive Reaction
You probably heard a lot about the “Grexit” - Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility....
There’s Still Time to Make Your IRA Contribution for 2014
If you haven’t yet made a full contribution to your IRA for 2014, you still have time. Here’s what affects how much you can contribute.
Don’t Fall for the Darlings of Wall Street: How A Money Manager Can Help
The basic recipe for wealth creation through investing is to buy at a low price and sell at a high price. This means buying in when most people are selling, then selling...
What do I need to know about my Required Minimum Distribution?
What is a Required Minimum Distribution (RMD)? Certain types of retirement accounts and qualified plans stipulate a minimum amount that must be distributed from the account...
How do world events affect the stock market? And what does that mean for investors?
A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a "new normal" for the financial markets in which...
Asset Allocation: No Such Thing As One-Size-Fits-All
Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs...
Retirement Planning for All Ages
As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want....
Reviewing Your Retirement Goals
The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to...
Re-thinking Your Financial Plan As We Approach Year End?
The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and...
Three Things to Know About Financial Gifting Limits
The holidays are a time to focus on friends and family, and celebrating this special season often includes gifts. Whether your gift style tends toward entertaining, getting...
Don’t Neglect This Critical Part of Financial Planning For Your Family
One of the most important parts of financial planning for your family is estate planning. One of the biggest potential mistakes people can make is to put off estate planning...
How much do I need to retire?
Retirement planning is not one size fits all. Everyone's financial situation and goals are different. While there is no one magic number to answer this question for...