Pursuing a Better Investment Experience
Let’s face it, much of the traditional financial services industry has failed to serve investors properly. A sales-driven culture and an active-management investment model has…
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Tips for Tax Efficient Investing
An investment portfolio with a mix of stocks and bonds will produce three types of investment return: interest, dividends and capital gains. Added together, they…
An Advisor’s Promise
As financial advisors, people rely on us to provide direction regarding their financial well-being. Confusion can arise when the advice that we offer is not…
Higher Earners May Once Again Face Steep Hikes in Medicare Premiums
For those you who are on Medicare or who will be eligible for Medicare in 2017, the costs of Part B premiums may be substantially…
Our Mixed Up, Messed Up Relationship with Investment Risk
This summer already is destined to deliver plenty of uncertain outcomes. On the political front, there are the especially stark contrasts found among the US…
Baseball and Investing: How to Win at Both
Last night, I was sitting at my 10-year old son’s little league playoff game. It was the last inning – bottom of the 6th -…
For Investors, Patience Pays Off
PATIENCE, n. A quality apparent among such lower life forms as snails and tortoises but rarely among humans who invest in financial assets. [Jason Zweig,…
Dividends Are Great, But Don’t Fall in Love
Investors seem to love dividend paying stocks. The appeal of these stocks rests largely on the idea that a dividend paying stock allows an investor…