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Top Year-End Investment Tips
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Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a … Read more

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Are Investors More Like Tigers or African Wild Dogs?: November 21, 2017

The Markets Are investors more like tigers or African wild dogs? It appears investors – retail and institutional – have become rather like predators. They … Read more

A Circle of Care
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A Circle of Care

It takes a dedicated caregiver and a well-orchestrated team to pull together all the resources needed to help someone you love live long and live … Read more

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Selling It Overseas: November 14, 2017

The Markets Selling it overseas. Most of the companies in the Standard & Poor’s 500 (S&P 500) Index have reported third quarter earnings per share … Read more

Five Things to Consider When Researching Retirement Questions on the Internet

Five Things to Consider When Researching Retirement Questions on the Internet

The internet can be a blessing and it can be a curse. It is a fantastic place to do research on almost anything, but is … Read more

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Tax Plan Finally Revealed

The Markets “Taxes are what we pay for a civilized society.”1 U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front of … Read more

It May Be Time to Reconsider What Retirement Means to You
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It May Be Time to Reconsider What Retirement Means to You

Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, … Read more

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“Box Full of Surprises”: October 31, 2017

The last full week of October was a box full of surprises. First, U.S. economic growth exceeded expectations. The devastation wrought by Hurricanes Harvey, Irma, … Read more

Is Your IRA Haunted
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Is Your IRA Haunted?

It’s Halloween season! This is the time for ghosts, witches, and trick or treating. What does Halloween have to do with your IRA? You might … Read more

Getting mentally ready to retire

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire … Read more

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There’s a New Kid in Town: October 17, 2017

“The real question is, when will we draft an artificial intelligence bill of rights? What will that consist of? And who will get to decide … Read more

Your Money The High Price of Ignoring Financial Advice
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Your Money: The High Price of Ignoring Financial Advice

People hire financial advisers with the very obvious goal of getting advice on how to handle their money. So why do investors often cut advisers … Read more