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

  • 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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  • February 01, 2016

    The IRS Changes to 529 Plans

    Learn about the two new tax perks for these college savings vehicles.
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  • January 15, 2016

    The Latest Shake-Up? What the Future Holds for the Global Market in 2016

    Global Impacts of Shifts in the Chinese Market – Fear or Fallacy? While globalization brings a host of benefits to us all on a daily basis, the far-reaching nature of its effects can often also deliver headache, drama, and panic, particularly at the financial and economic levels. For example, when China closed ...
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  • January 15, 2016

    What’s In Store for 2016- Flat or Flourishing?

    What the Experts Predict for the Year Ahead, Following a Largely Disappointing 2015 With any New Year come a bevy of hopes and aspirations – as well as fears – as to what it will have in store for us, personally, professionally, and otherwise. This year, in particular, demonstrates these sentiments, ...
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