The 6 things that every investor should be doing
This planning checkup should include both a review of the planning that is already in place, as well as a
Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can
When the stock market opened on March 9th, the Dow Jones Industrial Average plunged 1800 points on the opening. That was the official start of the bear market
The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement
As COVID-19 and economic uncertainty continues to shake global markets I wanted to take this opportunity to share some coping skills that I have learned over
Market Volatility- How to handle market declines
This article was originally published on June 29, 2016. It has been updated with more recent figures and
Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a rock, you’d
Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred and tax-exempt
How to Save Money, When Saving Seems Impossible
Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to
Estate planning is something that many people avoid dealing with. Procrastination is not a strategy!
Estate planning is something that many people avoid dealing with. Procrastination is not a strategy and it leads to unintended consequences and costly mistakes
The following brief article takes a look at some of the benchmark issues associated with assessing portfolio performance. It is an interesting article for