2020: Embracing the Silver Linings

As 2020 draws to a close, it’s likely that many of us are harboring a host of mixed emotions surrounding the events of the past...

What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)

If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...

Volatility, Emotions, and the Transition to Retirement

Retirement is arguably one of the largest life transitions you will ever experience, and the changes that accompany this major life achievement can make many,...

Top 5 Ways to Spend Leftover 529 Funds

The original purpose of a 529 plan is to pay for a college education, but what should you do if your child or grandchild graduates...

Should You Add Gold to Your Investment Portfolio?

Gold has been a valuable and highly coveted commodity for centuries. Unlike other common investment asset classes, you can touch gold, see gold, and keep...

Why are stocks recovering as the economy declines?

Optimism. It isn’t something many Americans have been able to hold onto during this COVID-19 financial crisis. From small business shutdowns, record-high unemployment levels, and...

3 Money Smart Ways to Reinvest Your COVID-19 College Tuition Refund

Java-Design-PatternsHas your college canceled its in-person and online classes due to the COVID-19 pandemic? Unfortunately, this has become the norm this spring. Social isolation has...

How to Protect Your Assets at Each Life Stage

Do insurance options seem overwhelming at times? It can be tricky to navigate the many different plan types and terminologies to find the right fit...

Taking Sick Stocks’ Temperature

As you’ve surely noticed by now, I’m confident about the long term strength in the economy, even if the short term outlook is virtually unknowable....

One of The Most Prominent Retiree Risks: Sequence of Returns

Imagine spending decades meticulously planning and conscientiously saving for retirement only to experience a bear market shortly after leaving the workforce. Suddenly, you’re ready to...

How Will the SECURE Act Affect My Retirement Plans?

In an effort to help Americans better save and prepare for retirement, Congress has passed the first pivotal piece of retirement legislation we have seen...

The Risks and Rewards of Investing in IPOs

Have you ever heard someone touting how they got in on the “ground floor” of a publicly-traded stock and it skyrocketed from there? What did...

What Does Your New Retirement Look Like?

Retirement today is not the same as it was 30, 20, even 10 years ago.  Because we’re generally living longer nowadays (we might need to...

THE FINANCIAL EQUATION: Diversification: What You Need to Know

It’s hard to believe I’ve been writing and getting financial articles published for years and I’ve yet to cover the topic of diversification with my...

What Does Retirement Really Mean (To You)?

Retirement is a nebulous word that means different things to different people. For some, it means leaving the workforce permanently to relax at home. For...

What is an inverted yield curve, and what does it mean to me?

In early August of 2019, headlines referring to the feared “inverted yield curve” were on display all over news, financial websites and publications, sparking a...

Thinking about Sending Your Child to a Private High School?

There are many reasons why parents may consider sending their child to a private school; from the varied curriculum these schools are able to offer,...

A Financial Advisor’s Point of View: What and When to Teach your Kid’s about Money

As every father or mother knows, being a parent can be challenging. There are so many important aspects in life you need to share so...

Tips To Make Sure Your Beneficiaries Are Accurate

There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...

Investing in Technology Stocks

If you have been investing for at least twenty years, you have seen both the good and bad times for technology stocks. The late nineties...

Your Portfolio During a Trade War

Trade Wars in The News Anyone who has checked the news once in the past month knows that America is on the precipice of a...

Commercial Real Estate Investments

When most investors think about investing in real estate, residential real estate is the natural thought that comes to mind first. On the other hand,...

Should You Hold Or Sell Your Long-Term U.S. Government Bonds?

The Pandemic and the ensuing Fed actions to revive the market by easing liquidity has pushed the yield of the benchmark 10-year Treasury bonds to...

How to Get Started When You are Ready to Invest

It’s great that you are ready to start your investment journey. However, with that decision comes the big question: Where do you invest your money...

20 Tips to Spend Less and Save Money

While the act of putting away some money every once in a while in order to save for the long run sounds simple, we find...

Your Financial Advisor Should Not Be Your Friend

You meet a financial advisor who is a member of your church or country club. Over a period of months, you gradually get to know...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.