-
Why Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery…
-
From which account should I pay off my mortgage?
Many people want to pay off their mortgage. That begs the question, “From which account should I pay off my mortgage?” Making News……
-
What if this is a “bad” time to invest?
What if this is a bad time to invest? There are many things happening in the world today which one can be concerned about.…
-
Which presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great forethought. You, our clients, are intelligent, well-educated, patriotic Americans who…
-
What are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has…
-
Why stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting when the Federal Reserve would raise its target interest rates.…
-
Why rebalancing can help when markets decline
Markets are quick to react to change and current events causing them to rise and fall frequently and sometimes substantially. This summer’s double digit decline…
-
Major changes to Social Security: How do they affect you?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
-
Should I be concerned about recent market behavior?
Major market related news this quarter included the increased volatility of stocks in reaction to happenings in China and speculation about whether or not the…
-
Why investng in global markets is important
In times of calm, the rationality of a prudent, long term strategic plan is pretty obvious. However, we can easily be forced out of our…
-
Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
-
Investments to avoid when interest rates rise
We proactively seek out the best investment vehicles for our clients’ portfolios. To spur new sales, Wall Street is constantly creating new products or…
