Financial Advisor

Financial News

Explore the latest financial news and insights locally and around the globe.

Questions To Ask A Financial Advisor

The recent volatility in the stock market has again become a wake up call to many investors.
Read more >>

Advised Brokerage Accounts Are Better Diversified, Reports Schwab

The report highlights the benefits of working with an advisor. In general, participants who had professional help were more diversified across all of their holdings
Read more >>

Red Flags for Tax Auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
Read more >>

Six Steps To Financial Independence For Women

Financial independence: Whether you enjoy it or dream about it, it’s a common term that you’ve probably seen in magazine ads, TV commercials and billboards. But what really does financial independence mean, exactly?
Read more >>

Understanding Credit Reporting

To qualify for the best loans at the lowest rates, borrowers must qualify financially and are scored by lenders using a computerized model for evaluating credit risk, developed by Fair, Isaac, and Company, known as the FICO score.  Learn more
Read more >>

Documenting Your Possessions in Case of Disaster

It’s better to protect yourself now and document your possessions rather than trying to do it after something has happened. A home inventory will give you an accurate recording of your assets for insurance purposes and give you a better idea of how much homeowner’s insurance you need to ensure proper coverage.
Read more >>

Organizing Your Financial Records and Emergency Forms

Would someone be able to find your important papers during a crisis if you became ill, injured, or incapacitated?  It’s a good idea to make sure a trusted family member or friend knows where to find your personal documents.
Read more >>

5 Benefits of Working in Retirement

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting.
Read more >>

The Drawback Of Target Date Mutual Funds

If the majority of fund management won’t even invest in their own target-date retirement funds….why should you?
Reads more >>

Just How Safe Is An Insurance Company, Really?

When you think about the car you drive, the house you live in, the health plan you use and the life insurance policy you have, it’s not a stretch to say insurance is an intrinsic part of our daily lives.
Read more >>

Credit Freeze - You should consider it!

It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.
What did you do to protect your data?.
Read more >>

Should Parents Pay for College Tuition?

It’s a pricey question.
College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290.
Read more >>

Just Say NO to Pie Charts!!

Pie charts look nice coming out of a color printer, but they can’t help manage investment risk
Read more >>

An Investment Advisor’s Blueprint To Making Solid Financial Decisions

A common mistake people make is to give up what they want most for what they only want right now. Pick which goals in your life are most important to you, and make achieving those goals your utmost priority. Then…
Reasd more >>

Enjoy Life. Hire Someone To Watch Your 401K

Have you ever thought you’d be happier if you could just pay someone else to do watch your company 401K retirement plan account?
Read more >>

The 7 Rules of Investing

From 1977 through 1990, Lynch ran one of the most successful mutual funds ever, posting an average annual return of 29%.
Read more >>

Considering A 401K Rollover?

What to do with an old 401K?
One great thing about a 401K retirement savings plan is that your assets are often portable when you leave a job.
Read more >>

Have You Checked Out Our Retirement Planning Library?

While retirement planning can seem intimidating, it’s never too early or too late to start preparing for the future.
Read more >>

Common Financial Terms

We have compiled a list of important  financial terms. If you don’t speak personal finance, don’t worry—we’re here to help.
Read more >>

Q&A on the trade war

China has introduced a new weapon to use in the trade war with the United States. That weapon? Its own currency.On Thursday, August 1, President Trump proposed a new slate of tariffs on Chinese goods. In response, the Chinese central bank devalued its...

read more

Tariffs and Tweets

When Twitter first launched back in 2006, its creators probably never imagined that a single “tweet” could make the stock market plunge. But that’s exactly what happened on Thursday, August 1, when President Trump tweeted the following:“…the U.S will...

read more

Where There’s a Will, There’s a Plan

Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-from-the-hat rabbits to the children of friends, and a series of random words to his wife....

read more

Understanding Credit Reporting

Historically low interest rates present a welcome opportunity for many homeowners to improve their financial situation by refinancing their mortgage.  But, like everything else in the world of finance, there are no free lunches.  To take advantage of these...

read more

The importance of time management

It may sound strange to hear a financial advisor say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between...

read more

5 Benefits of Working in Retirement

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 32 percent by 2022, up from just 20 percent in...

read more

Will you be able to fly after October 1, 2020?

Did you know you will not be able to fly or access Federal facilities after October 1, 2020 without having your driver’s license updated to the federally mandated REAL ID?  It is not mandatory that states update their driver's licenses, but citizens will...

read more

Happy July 4th!

This July 4, I hope we all can take a moment to reflect on the meaning of the Declaration of Independence. It goes beyond politics and partisanship. It’s more than a historical artifact. It’s the foundation upon which our nation rests.

read more

One of the Most Important Things We Do for You

Over the past several months, you’ve most likely heard or seen some combination of the following predictions: If someone was forced to do nothing but read headlines and predictions, they would probably get whiplash. That’s because there’s always so much...

read more

Three financial principles our fathers taught us

It’s June, and that means Father’s Day!  As you know, Father’s Day is a chance to tell our dads how much we love and appreciate them.  A chance to say “thanks” for providing for us, protecting us, and teaching us – this last above all. The older I get, the...

read more

Red Flags for Tax Auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Ever wonder why some tax returns are...

read more

How Can We Help?

Facebook
Facebook
LinkedIn
RSS
YOUTUBE
YOUTUBE