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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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Can I just live off interest?
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, the Journal of Financial…
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6 Tax Planning Strategies for Better Investment Returns
A mistake we see prospective clients make is not spending enough time tax planning. Their tax planning is usually done after their taxes are filed,…
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What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…
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How to invest for your goals – not for headlines
We have long been advocates of diversification and deploying a portfolio beyond the stocks of large U.S. companies and U.S. Treasury bonds. It seemed like…
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Will a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some…
