Articles
Does The Stock Market High Spell Danger
Despite the fierce political environment in Washington, Wall Street (and Main Street) have had a solid 2017 so far. In recent weeks, all three major
What Age Is Best To Claim Social Security?
No retirement plan is complete without considering Social Security benefits. The biggest decision retirees have when planning around this monthly check is when to enroll.
Retirement Lessons We Can Learn From Will Ferrell And Mark Zuckerberg’s Commencement Speeches
Recently, comedian Will Ferrell and Internet entrepreneur Mark Zuckerberg received honorary doctorate degrees from their respective alma maters. In addition to recognizing the two’s accomplishments,
What Amazon’s 20 Years Teaches Us About New American Economy
Hard to believe that just two decades ago, when current college students were in diapers, there was no Amazon. Now it’s an integral part of
8 Ways To Create Joy In Caregiving
For the past several years, the number of family caregivers providing at-home support for an aging individual has been on the rise. Today, many elderly
What You Should Know About The Active Vs. Passive Investing Debate
One of my favorite New Yorker cartoons shows a government official handing a document to a subordinate. The caption reads, “Good stuff, Chip. Now, smarten
Don’t Fall For These Common Investment Misconceptions As You Manage Your Portfolio
In the world of investing, it pays to have your facts straight. Unfortunately, there are some common misconceptions about investment strategies that can cost folks
What’s Better, Active Or Passive Investing?
As an investment advisor, one of my most important roles is to educate folks about the facts and fictions of investing. I recently received an
Why You Need To Prepare For The Retirement “Grey Zone”
A lot of folks think of retirement as black and white – you’re either still working or you’re retired. Once the final whistle blows and
The Next Generation Of True Business Leaders Need This Trait To Survive
Maybe your grandmother lectured you about the importance of stick-to-it-ness. Turns out, she was right. What exactly did she mean? The word is grit. There’s
Dividends Don’t Lie
Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that
2017 First Quarter Market Recap
US Equities Post Strong First Quarter The Dow broke 20,000 for the first time in history in January, then briefly broke 21,000 during February. We
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