Monday, July 22, 2019
Yes, I know; when it comes to investing, there is already a long list of risks to be aware of and avoid. But I must say, as a practicing financial planner I find it puzzling that this one does not get mentioned more often. Let me try...
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As a new year approaches, we will all look back on the year that has passed. Personal and professional accomplishments will be reflected upon, and new opportunities will be identified as 2019 approaches. But in any case, I know...
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his should come as no surprise: health care costs will be one of the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workforce in 2017 will spend an...
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As a lesser-known but viable alternative to a private foundation, a community foundation offers a number of philanthropic—as well as tax-related—benefits, especially for smaller donors.Creating a family legacy through...
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“Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.” It’s a quote that comes down to us from Benjamin...
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As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that...
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Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you...
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With the last two weeks’ volatility in stock prices, you may be wondering if the market is about to plunge and if you should rethink your investment strategy.While sharing insights about the current state of the economy and the...
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With the cost of a college education rising higher and higher each year, consider all the options available to you before you take out expensive college loans. Each year the College Board issues a Trend in College Pricing report, and...
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Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. A “how to” clip is usually available on YouTube, but there isn’t a practical...
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The month of August marked an important milestone for the long-running bull market. On August 22, the bull market, as measured by the S&P 500 Index, extended its run to 3,453 calendar days (CNBC, various sources), becoming the...
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Tuesday, June 26, 2018
Working with a wealth management advisor means more than simply investing money. The most successful client/advisor relationships are founded on a set of well-defined financial goals that the client wants to achieve. Below I have...
Read MoreLast year, stocks marched higher with only minor pullbacks. When the year ended, the largest peak to trough decline for the S&P 500 Index was just under 3% (St. Louis Federal Reserve data on the S&P 500). It was a year that lacked...
Read More1. Avoid get-rich-quick schemesI've been around the block many times. If it seems too good to be true, it probably is. After reading that common sense advice, many of you are probably thinking, “I know that. Why did you lead off...
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