A quick summary of financial activities for the week ending June 23rd, 2017 Positives: 1. S&P 500 made another all-time closing high. 2. Existing home sales
Let’s start with the basic idea of a Roth IRA: With these accounts, you contribute after-tax dollars. But then everything you make is free from future income
Let's start with a pretty straightforward question: With more than 300,000 financial advisors in America, why is it so hard to find good advice?
This question
Should You Worry About Inflation? If you’re like most investors, inflation is probably not the biggest — or even the fifth biggest — worry on your list now. But
If your goal is to save enough to fund a long retirement, and you’re not sure how to start or how to catch up, remember that there’s more than one path to
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world
1. Always Clarify Objectives and Be Focused on Results
What do you want to accomplish? Why do you want to accomplish it? Gaining this clarity by answering
On Wednesday, the Dow, Nasdaq and S&P 500 all closed at all-time highs. For the first time in 25 years, the three indexes made five consecutive new highs
Sometimes, the best reaction is no action at all. To help my clients understand this when it comes to their behavior involving their financial investments, I
On a regular basis, I get requests from people to summarize our investment advice. We are in a complicated, nuanced business and its difficult to boil down my
We tend to make financial mistakes but those mistakes differ by age. In my firm, we work with all of our clients to manage through the challenges that exist as
The Wall Street Journal had a story recently that highlights the dominance of U.S. stocks over the rest of the world in the past few years: Since 2012 alone
