Budgeting Tips for a New Year
The Wall Street Journal, in its weekly “Personal Finance” column, recently featured some [...]
Diversification Remains a Core Investment Tenet
Diversification proved valuable in 2020. It was a roller-coaster year, to be sure, [...]
Have You Considered a 2020 Roth Conversion?
Have you Thought About a 2020 Roth IRA Conversion? It’s about time to [...]
Average Investors
Imagine asking a small group of people in Conference Room A of a [...]
A Rant About Stock Splits
Imagine that you and I decide to go into the lemonade stand business. [...]
Another Election of a Lifetime…Stay Invested
We’ve received a lot of emails and phone calls from folks concerned about [...]
How to Prepare When Expecting
My wife and I are expecting our first child in August, and as [...]
What Should I Do With My Retirement Plan?
The Wall Street Journal featured a special Encore publication in its Monday, April [...]
Get Out Now; Get Back in Later?
It’s pretty much inevitable that when markets become volatile, some clients will want [...]
Issues to Consider When Buying a House
Buying a house is a major decision that may seem daunting simply because [...]