Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • May 04, 2016

    Under Water in the Caribbean

    Puerto Rico is an extremely popular, sunny vacation destination, especially in the winter. With that in mind, it’s hard to fathom how the U.S. island territory of 3.5 million people racked up $70 billion in public debt causing Puerto Rican bonds to trade at 20-50 cents on the dollar. ...
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  • April 26, 2016

    Reducing the Risk of Outliving Your Money

    What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ...
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  • April 20, 2016

    The New Age of Cyber Fraud

    In our modern world, email hacking has become quite advanced. Gone are the days when you received an email asking to wire money to a friend stranded in Milan after his wallet was stolen. Today’s hackers are sophisticated, clever and patient. They break into your email and read everything about ...
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  • April 13, 2016

    The Psychology of Saving

    How many households have the right outlook to build wealth?
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  • March 17, 2016

    The Anxious Bull

    We are currently in one of the longest-running, biggest wealth-producing bull markets in history, but you would not know it from the headlines or the pessimistic mood of investors.
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  • February 26, 2016

    ‘Wake Up Call’ in Retirement Planning

    The “File and Suspend” provision of Social Security is going to end come April, and you should take advantage of it while you still have the chance! It’s important to be proactive and have a plan established so that no matter what the government might institute, you have options and ...
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  • February 19, 2016

    Consider an IRA Charitable Rollover

    If you want a tax break and want to help a non-profit, this may be a good move.
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  • February 17, 2016

    Avoiding the Pain

    There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns. Behavioral scientists tell us that we feel losses twice as keenly as positive returns. Other than selling at the wrong time and locking in losses, how do we make these ...
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  • February 11, 2016

    In-Kind Distributions from IRAs

    What you need to know about in-kind IRA distributions.
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  • February 04, 2016

    Strong Dollar, Weak Profits

    Oil prices are getting all the blame for the recent U.S. stock market downturn, but it’s hard to see the connection when so many companies and consumers benefit from low energy costs. A better culprit is the strong dollar.
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