15 Feb 2018 No Comments

Is it really necessary to rebalance your investment portfolio?

Periodic rebalancing is generally a good way to keep your investing strategy on track and to prevent your portfolio from becoming too risky during market surges (like the one we’ve […]

15 Feb 2018 No Comments

3 Big Money Mistakes to Avoid Once You’re in Retirement

It’s the big question at the heart of all retirement planning: how long will you live, and by extension, how long should your money last? But you don’t need to […]

30 Jan 2018 No Comments

What Drives Long-Term National Debt Growth?

With the current 106% debt-to-GDP ratio, there’s no doubt that today’s government debt is high. The last time the United States reached this mark, it was during the aftermath of […]

16 Jan 2018 No Comments

Fed Rate Hikes Don’t Have to Translate to Bond Losses

In Periods of Rising Rates, Higher Income Can Help Keep Returns Positive As the Fed continues on a path of gradually raising interest rates, many investors are moving to cash, […]

8 Jan 2018 No Comments

The Impossible Reality of Long-Term Care Planning

Unless you’re very rich or very poor, you should be looking into all of the long-term care possibilities out there. Because of the costs and complexity involved, the choice isn’t […]

8 Jan 2018 No Comments

Estate planning: How to “death clean” your finances

The most sweeping tax overhaul in three decades will make big changes to how families pay their taxes. The bill lowers tax rates for all income groups, but caps or […]

8 Jan 2018 No Comments

Warren Buffett Shares the Secrets to Wealth in America

I have good news. First, most American children are going to live far better than their parents did. Second, large gains in the living standards of Americans will continue for […]

8 Jan 2018 No Comments

What 2018 Tax Reforms Mean for Investors

Key Takeaways Tax reform presents important changes for investors, while also preserving several areas some thought could change. 529s get more useful, while 401(k) plans remain mostly unchanged. Business owners […]

30 Nov 2017 No Comments

Bitcoin: Everything You Need to Know

The digital currency bitcoin jumped to a fresh high above $11,000 Wednesday before quickly dropping below $10,000 again. Its outsized gains this year however are sparking curiosity. If you’re curious but […]

8 Nov 2017 No Comments

With stocks at record highs, maybe it’s time to give some assets away

Giving away stocks, or other appreciated assets is an especially timely move to consider before year end. With the S&P 500 index up more than 300 percent and the Nasdaq […]