Category: Uncategorized

For many years Dollar-Cost Averaging has been a sound way of building an asset position in a portfolio, one of the early chapters in the financial planning 101 textbook. This long-term accumulation method involves purchasing …

It’s no secret that life can significantly alter long-term plans, even the most detailed ones, and create a rocky path forward instead of the smooth road previously envisioned. The Baby Boomer generation is now starting …

Recent Powerball awards have been upwards of more than one billion dollars, while many other lotteries have seen their pots grow substantially in recent years. This has been accompanied with many news stories about the …

Many inexperienced investors are terrified of risk, especially during market dips and after the recession that so publicly devastated the economy in 2008-2009. Clients may need some assistance to rip off the Band-Aid and develop …

There are many facets of financial planning where the variables are relatively easy to determine. Retirement planning isn’t one of them. This task is one of the most challenging aspects of a client’s financial planning …

The early part of a year can create opportunity for financial advisors to capitalize on underserved markets. There is no question that the industry is in a period of rapid change right now, not unlike …

It’s easy to for life to get in the way and push off retirement planning. Retirement never seems as close as it really is and it’s not uncommon for clients to be caught off-guard as …

The majority of people will never amass enough wealth to be considered high net worth individuals. But there are some lessons to be learned from such affluent investors, which prudent advisors can pass along to …

A large number of gender barriers have been broken down in recent decades, but one stereotype that continues to hold strong is that women save less for retirement than their male counterparts. Many studies have …