Studies show that Financial Advice can Boost Your Returns
In today’s world, Robo Advisors and low-cost brokers make paying for financial advice seem futile. However, hard data from research done on the industry seems to side with human advisors…
Economic Stimulus Bill Highlights
Stimulus Bill Highlights The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into…
5 Things to Remember During These Times
5 Things to Remember During These Times It is no secret that news of the coronavirus has created mass uncertainly through the stock market. Most of which is surrounding the…
The good, the bad, and the ugly of the SECURE Act
Congress passed and signed the SECURE Act to close out 2019. This bill is meant to overhaul certain retirement rules and help the overall landscape for retirees. Was it a…
How much are fund fees costing you?
Imagine you are driving down the road and notice the much-dreaded gas light is blinking on your dashboard. You pull up to an intersection and spot a gas station on…
Has the Panic Begun?
Aren’t you happy you didn’t listen to the negative reports of the 2019 media? One of the most celebrated investors of the 21st century Ray Dalio said this, “I believe…
The Consequences of Listening to Armageddonists
The Consequences of Listening to Armageddonists When an acclaimed market-watcher, money manager, economist or “stock market expert” sounds the alarm that a recession is imminent, how do you respond? This…
5 Year-End Financial Moves
5 Year-End Financial Moves As we move towards the end of the year, here is a list of financial moves you can make to help lower your taxes, increase your…
An Alternative to Mutual Funds
An Alternative to Mutual Funds Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification. What if there was an alternative to mutual…
7 Frightening Financial Facts for Halloween
Today is Halloween and many are looking forward to a day of activities like trick-or-treating, carving pumpkins, festive gatherings, donning costumes, and eating treats. In honor of the day, we…
The Fall of the 60/40 Portfolio
For nearly 70 years, the 60/40 strategy has been the standard for most investment portfolios. Now, has this approach has become too risky and structurally incapable of meeting its intended…
6 reasons why variable annuities are a bad investment for almost anyone
What’s a variable annuity? If you’re unfamiliar with annuities — you give an insurance company your money and in return they pay you an income stream, usually for the rest…
SP 500 vs Recession Trends.
Much of the talk in financial media over the past year has market experts and economists predicting whether or not the U.S., and the world, is headed toward a recession.…
How can you reduce risk in this volatile market?
It’s no secret that the last few weeks have been like a roller-coaster for the stock market. In fact, 8 of the last 13 trading days for the S&P 500…
A look at the last 20 years
The S&P 500 closed above 3,000 for the first time ever on Friday, July 12th. On this same date 20 years ago, the S&P closed at 1,399 while the world…
Businessman pointing at graph and chart to analysis use for plans to improve quality, business finances and accounting concept.
Let’s Talk Taxes!
There is only one reason why anyone invests their savings, to earn a return on that invested capital. However not all gains are created equal; in fact, two separate investments,…
There Is No “Magic Bullet”
A new craze is sweeping across the U.S. following the introduction of new plant-based burgers from both Beyond Meat and Impossible Foods. This has led to widespread fanfare for meatless…
Now that you have changed jobs, what do you do with your old 401(k)?
Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run. When you…
The Six Principles for Long Term Investing
The Six Principles for Long Term Investing The stock market is filled with uncertainty and people questioning how long this economic expansion is going to continue. The reality is that…
The Do’s and Don’ts of Investing
What makes a successful investor? The advisors at our firm decided to sit down and write out five things that investors should or should not do to be successful.…
Everyone has a plan until they get punched in the mouth
“Everyone has a plan until they get punched in the mouth.” This is a well-known quote by Mike Tyson, who at the time was speaking with reporters that had asked…