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How to prevent identity theft
Are you doing all you can to prevent identity theft? A few simple steps can help. The term “identity theft” encompasses a variety of activities…
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Should I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family…
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Who gets my money when I die?
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…
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Are investors fleeing stocks?
April 2014 At any given point, there are things that could move markets significantly. Events in Ukraine come to mind currently. What is happening there…
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Investment philosophy: The first step to success
March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment experience. Committing to a sound investment philosophy is key to…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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How will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with…
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Stock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair…
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Should you donate shares or cash?
Should You Donate Shares or Cash? Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and…
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Year-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we…
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Are you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake…
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Moisand named 1 of 15 that transformed advice, MFT named to top financial advisor and financial planner lists: NEWS & NOTES Summer 2013
Making News… Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed the business of financial advice.” The list was created through…
