Managing sudden wealth can be a daunting task for someone not used to managing money. Who can you trust to help you manage this newfound wealth? How do you know they are working in your best interest?
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Everyone has heard of the adage “Beauty is in the eye of the beholder.” Well, to a certain extent, value is also in the eye of the beholder. People assign value not just on a monetary basis but on emotional and other intangible bases.
The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of the hyperinflationary period of the 1970s. Since then, the inflati
When your partner in life passes on, several steps should be in place or addressed immediately to navigate through this very difficult time. When it happens (suddenly or anticipated), it isn’t easy to think logically and move forward. But tragicall
Retirement and Longevity As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that t
The Markets (as of market close September 10, 2021) Stocks retreated last week, with each of the benchmark indexes listed here falling at least 1.3%. The Russell 2000 and the Dow dropped the furthest, declining 2.8% and 2.2%, respectively. Investors contended with mixed signals. A better-than-expect
Understanding investor behavior to make better retirement decisions. You have recently retired and decided that now that you have more time you will use some of that time to manage your investments. In order to make more informed investment decisions
Financial advisors are frequently asked for the single best piece of financial advice they could give an investor. We believe the single best piece of advice is to stay the course with an established, risk-appropriate, properly allocated, and well-di
Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel
Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan