Tag Archives: Investing

Busting 5 Big Retirement Myths

Urban legends, urban myths, and the latest that’s on everyone’s lips–fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a PC can start a blog and offer … Continue reading

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5 STEPS TO ACCUMULATING WEALTH

There are many reasons to engage the services of a financial advisor. Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable. Others enjoy … Continue reading

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Stay Ahead of the Fed – Are Interest Rates Going to Begin Rising?

        The Federal Reserve has been talking about raising interest rates for most of this year. Given their dependence on economic data, particularly employment numbers, it appears they are about to get serious. The next Open Market … Continue reading

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BALANCED INVESTING IS PART OF A BALANCED LIFE

As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios.  We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading

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WHAT IS MORE FRIGHTENING THAN PUBLIC SPEAKING, LOSING YOUR JOB, AND DEATH?

The answer to this was astonishing even to a Financial Services veteran like myself, and the answer is financial planning.  Yes, financial planning!  In a 2013 survey, investors admitted that they’re more afraid of financial planning than public speaking, losing … Continue reading

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7 Ways To Unknowingly Sabotage Your Retirement Income And How To Avoid Them

It’s no secret we are facing a retirement crisis in our country.  We’ve written a number of times on the subject, including the staggering statistic that 71% of middle-income people don’t have a written retirement plan.  In particular small-business owners … Continue reading

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