One of our responsibilities as an investment advisor is to help people put market news in its proper perspective, especially when the media is reporting global market corrections in the wake of political events.
If you’re reading the popular press, you’re seeing a lot of storm and fury having to do with government shutdowns, market corrections and the possibility that the Fed may raise interest rates. As the popular media scrambles to explain the unexplainable – what is going on in the markets at the moment and how long it’s going to last – we thought we’d share a headline of our own:
“The stock market is a giant distraction to the business of investing.”Read More
If you are a high-income professional, saving for retirement can be more of a challenge than some may think.
In 2016 the income limit applied to defined contribution plans was $265,000, so if you earn more than that and you want to maintain the lifestyle in retirement that you have enjoyed pre-retirement, then it will be important to take advantage of the following strategies to ensure you are saving enough to meet your goals.Read More
Popular culture often takes an “us vs. them” attitude toward technology. Think about the menacing messages of 2001: A Space Odyssey, Blade Runner or Terminator. Machines are bad and want to take over; people are good and must control them. In real life, though, technology isn’t nearly so scary — unless, of course, you’re worried a robot will take away your job. I’m not. Though some may see the growing popularity of so-called “robo-advisers” as a threat to financial professionals, I’m embracing this method of investing as a way to further diversify a client’s portfolio and look out for his or her best interests.Read More
The good times have been rolling for so long that it’s easy to forget the sting a downturn can deliver. Those close to retirement can least afford to be lulled into a false sense of security. Here’s what they should be doing right now.Read More
One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting the potential for global market corrections in the wake of political events, like the replacement of Fed Chair Janet Yellen. If you’re reading the popular press, you’re seeing a lot…Read More
Parents look to raise their children to become responsible adults and capable of making prudent decisions throughout their lives. But for many children, lessons in money management and financial literacy fall by the wayside. This is unfortunate, because as adults they will need these skills to make important decisions about money and finances.Read More