Tag: investing

How Longevity Has Changed Retirement and the Meaning of Reasonable Risk

People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...

The Financial Equation: Bear Markets … Time to Panic?

President Trump’s handling of both trade issues and the fed interest-rate hikes has caused some market volatility, and many world stock markets have either fallen...

Socially Responsible Investing: What You Should Know

Deciding how to invest can be complicated. Naturally, you want to choose investments with a good rate of return, but you may also want to...

From Collector to Investor: Practical Considerations for Art Investors

In 1898, the Cone sisters, two Baltimore ladies who were the heirs to their immigrant father’s textile business, purchased five contemporary American paintings to decorate...

Good Friends Can Be Bad Financial Advisors – Beware!

This happens more than you’d think: Three guys are having lunch after a round of golf and they start to talk about their investments. One...

Find the Best Financial Advisor

Your money is important. You worked hard for it. So how do you find the best financial advisor, someone you can trust, to ensure it...

Currently seeking a top quality financial advisor

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