March 28, 2017

It’s Not Timing the Markets, but Time IN the Markets

By James Behr Jr & Christopher Paleologus


Too often investors attempt to time the market and follow media headlines proclaiming the stock market is either headed for new highs or on the verge of a crash. This has been evident over the past few weeks with headlines reading “Dow Volatile After Losing Streak,” “The Trump Stock Market Rally is Under Siege,” and […]


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July 27, 2016

The Benefits of Naming Beneficiaries in Your IRA

By James Behr Jr & Christopher Paleologus


For most people, naming beneficiaries for retirement assets or life insurance policies happens one time – when the account or policy is first started. Typically the named beneficiary is their spouse, after that it’s usually their children, at which point it will most likely never be thought about again. While no one likes to think […]


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June 6, 2016

How Much Could Your Children’s Diploma Cost You in the Future?

By James Behr Jr & Christopher Paleologus


Do you or anyone in your family know someone that will be attending college in the future? Do you know that higher education tuition costs have increased faster than all other expenses for families over the past quarter century? Since 1983, college tuition and costs have risen 722%! J.P. Morgan Asset Management released a study […]


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May 23, 2016

A Lesson in Compound Growth

By Jon Sobotkin


Happy National Lucky Penny Day! Would you rather have 1 million dollars today or a penny doubled every day for 30 days? If you started with one penny and doubled it each day for thirty days, you would have about $11 million! National Lucky Penny Day is observed each year on May 23rd. See a […]


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