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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

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

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

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

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

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

We’re facing a biodiversity crisis. It’s a slow-moving ecological disaster that could have serious ramifications in the long run. I’m not talking about what’s happening

When retirement time rolls around, some folks find themselves pondering a change of address. So I run into this question a lot – to rent

It’s been said that if you have enough money to help your children through life, you also have enough money to ruin their lives. I

Imagine this scenario for yourself: you’ve just turned 55 and want to withdraw money from your 401(k) plan. Normally, any distribution (other than specifically-qualified distributions)

Leaders with certain traits are sometimes referred to as alphas, a designation first applied to the leaders of animals that live in packs, such as

OK, so I’m going to talk about the dreaded R-word — recession. Is one lurking around the corner for our nation’s economy? Should hardworking Americans