It’s amazing to me that another year has passed. The irony is that, before you know it, 2017 will be in full-swing and we’ll all be wondering where the time went. The beginning of the year presents us with a refreshing opportunity to take inventory of our financial...
Well, it’s that time of year again. Drag out the tree, string up the lights, hang the stockings and rebalance that retirement account! Wait, what?!? Yep, that’s right, the good ole’ annual rebalance is something that should be a staple to any active retirement plan...
There’s a lot of hubris in the air. Despite the fact that the election is a mere one month behind us, it seems as if America is “great again” – or, at least, that is the spirit. The stock market is responding with a bullish advance, headlines such as the Carrier deal...
10 Financial Ideas to Keep you Sane during an Insane Time – #2 – Consider Gifting Stock I’m often asked how I got involved in the investment world. While I was fortunate to come from a family participating on Wall Street for over 100 years, the fact of the matter is...
The holidays are fantastic but, let’s be honest, they also usher in a boatload of financial stress. Pressure to buy great presents, update the decorations, bring something to that next party and, of course, mail out some fantastic cards- complete with a family photo,...
It’s a bull market as the Dow tops 19,000 and everything that once was dead is now back in vogue. For the first time in years the financial stocks are standouts with the general idea that they will mint money on a greater interest spread once the Fed raises rates in...
