9/15/2014 | 2:39 PM
Ebola, Ukraine, ISIS, Syria, our dysfunctional Congress, border control, Afghanistan, natural disasters, Iraq, North Korea, China, Russia. Feeling good about the world we live in today? Probably not much, if any, better than when we compiled a similar list a few years ago.
9/12/2014 | 9:00 AM
The US Supreme Court recently ruled unanimously that INHERITED IRA’s are NOT protected in bankruptcy court!
9/11/2014 | 12:00 PM
Like most of us, every year at this time I reflect back on the events of September 11, 2001. I’m sure most of us remember exactly where we were at when we heard the news. I remember watching hours of TV coverage and the emotions that came with that. It’s hard to believe that was 13 years ago.
8/29/2014 | 2:48 PM
In the medical world, doctors take the oath to “first, do no harm.” Similarly, your financial advisor should be helping you avoid the big mistake for your lifetime.
8/21/2014 | 10:00 AM
I love the stock market. I also love biking, running, triathlons, coaching my kids, snow and water skiing, traveling, hanging out with my friends, and coffee. Four years ago, I had a conversation with a client who was fully convinced the sky was falling and another HUGE correction was imminent! So, he pulled out of his very-balanced portfolio and put almost 100% of his money in bonds and cash.