Why Wells Fargo’s Misconduct Should Make You Think Twice About Sinking Investments in Your Company’s Stock

10/20/16 Many people think it makes sense to invest in shares of the company that they work for. Intuitively, it makes sense, since as a full time employee, you have a better grasp on the growth of the company and will be updated daily on its growth...

Structured CDs: The Latest Wall Street Scam to Take Your Money

10/14/16 Most people, especially retirees who are accustomed to banking for many years, are well aware of what a certificate of deposit, or CD, is and how it works. While they don’t typically yield high returns, these investment vehicles are some of...

Ways to Recover a Lost 401(k)

9/27/16 Most of us check our bank accounts regularly, are diligent in the daily management of our checking accounts to make sure that no money is missing and that we can pay our bills each month. It would be unusual for someone to forget that they...

Can the Outcome of the Presidential Race Impact Your Investments?

9/15/16 This year’s presidential race will surely be one for the record books. Already, the media coverage, the drama and the voter turnout during the primaries are all breaking records. One connection that investors are trying to make is how this...

The Result of the Brexit Vote Has Made Diversification More Important Than Ever

8/30/16 Experts all over the world predicted that the remain vote would win the day on June 23, 2016 when Brits all across the UK took to the polls to vote on whether they would remain in the EU or leave it. In fact, the same experts warned the...

The Way High Net Worth Individuals Think About Philanthropy is Changing

8/18/16 Philanthropy has always been a major component of financial planning for many wealthy families. In the past, it was common to set up a trust or a foundation to conduct such philanthropic activities in a tax-exempt manner. These entities,...

The Future of Social Security

7/22/16 Will Social Security Cease to Exist? The future of Social Security is frequently discussed and debated among Americans young and old. Perceptions about the future of Social Security are heavily aligned with how far you are from retirement....

The Wine Lover’s Guide to Investing

7/14/16 What do fine wines and financial portfolios have in common? Like a fine wine, quality portfolios take work. The best wines in the world are not made by accident. It takes time, planning, adaptation and perseverance to produce a top-quality...

What to Do with Your Investments in the Wake of Brexit

7/06/16 One week ago on Friday, the unexpected happened: Britain voted to leave the European Union. The “Brexit”, as it was called, was a global market shock. Most experts thought the United Kingdom would vote to remain. The following morning major...

Why Having an Estate Plan is So Important

6/21/16 Every once in awhile, a major figure in the public eye passes away without a living trust or will. Recently, this was the case with the world famous pop singer, Prince. Although this case made front page news because of his fame, this occurs...

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CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...