401(k) Action Steps To Take Now In Order To Take Charge of Your Financial Life

Research shows the average American employee switches jobs 11 times before retiring. Job changes mean many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that [...]

March 29th, 2017|

Why You Need More Than a Robo-Adviser

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a [...]

March 23rd, 2017|

Understanding the Election and Market Surprises

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling [...]

December 12th, 2016|

How Elections May Affect the U.S. Economy

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy [...]

October 20th, 2016|

Why Market Timing Doesn’t Work For Investors

Few words characterize today’s financial markets like uncertainty. When overseas economic issues can rob investors of months of gains and speeches by Federal Reserve officials cause markets to flip-flop unpredictably, investors are left wondering what they should do. In an attempt to make major market movements work for their portfolios rather than against, some investors [...]

August 11th, 2016|

4 Level-Headed Strategies for Volatile Markets

When markets swing, it’s natural to worry about your investments and question our commitment to your strategy. As financial professionals, here is what we recommend you do when markets swing... 1) STOP LISTENING TO THE NOISE Turn off the television, throw away the business section, and stay off financial websites. Hanging on every word the [...]

February 10th, 2016|

Should you invest in the “Apples” of the world?

How many of you have kicked yourself and thought, “If only I would’ve invested in Apple stock 20 years ago!”? Sure, that type of returns is one that anyone would love to have realized, especially considering that two of the worst periods in the stock market occurred during that same time frame. The problem is, that [...]

May 19th, 2015|

And May the Odds Be Ever In Your Favor…

“And may the odds be ever in your favor.” – The Hunger Games Have you ever thought about what your strategy would be if you were a participant in the popular book/movie series “The Hunger Games”? If you’re not familiar with the series, it’s not unlike being an investor; there are those participants who risk [...]

July 17th, 2014|

How Much Do You Need to Retire?

Do you know how much you need to retire and maintain your current standard of living? A recent Forbes article featured a George Washington University professor who has studied savings behavior for two decades. She found that those who have used retirement calculators enter retirement with considerably more in savings. She also concluded that saving [...]

May 22nd, 2014|

2014: Where are we headed?

This past year taught me that the investment markets can stay irrational way longer than many would have imagined; you’d be hard pressed to find any analyst or market pundit who predicted double-digit returns for 2013. The reality is that the markets were driven all year by government/central bank intervention across the globe, which is [...]

January 22nd, 2014|