Financial News or Financial Entertainment? There is a big difference.

October 5, 2017 2:40 pm

Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full transparency so here’s the link if you’re so inclined: https://www.thestreet.com/story/14322684/1/stock-market-crash.html News? More like entertainment. Over […]

Equifax: Are Monitoring, Alerts and Freezes Enough?

September 18, 2017 1:11 pm

Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance company was also hacked, entitling me to free Identity Theft Monitoring. I have felt lucky that any assault to my personal credit has been limited. But the Equifax breach is different. […]

Tips for Charitable Giving in Times of Crisis

September 11, 2017 11:10 am

In 2016, over $390 billion was donated to charitable causes in the US.  Many people donate money and time to their favorite charities throughout the year.  Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year.  When unexpected events, like Hurricanes Harvey […]

Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]

Surprise Risk

May 8, 2017 12:08 pm

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]

If a Loved One Has Passed, Where Should You Begin?

April 3, 2017 12:22 pm

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that need to be addressed.  If your loved one created an asset inventory or “what if” […]