How Inflation May Affect Your Retirement
When a prospective client over the age of 55 calls my office, more times than not, it is someone who is thinking about retirement. He…
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5 Steps to Maximize the Benefits of Your 401k Plan
A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can…
2017 in Review
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from…
Is Anchoring Weighing Your Portfolio Down?
By now, you’ve probably heard the news: our own behavioral biases are often the greatest threat to our financial well-being. As investors, we leap before…
Is Your 401k Plan Designed to Succeed?
A 401k plan can be a wonderful benefit to offer employees as well as a great way for a business owner to reduce taxes. Unfortunately,…
Should You Offer a 401K Plan?
Offering a 401K plan can be a great benefit for both the owner of a business and its employees. But a 401K requires time, money…
How Are Social Security Benefits Calculated?*
The purpose of social security is to replace a portion of the income you earned over your life once you are retired. How exactly your…
Why We Invest Abroad
The 12 month period ending 6/30/2017 marked the first time in about five years that non-US stocks performed better than US stocks on a trailing…