1. STOP & THINK – You should always think carefully about any decision, especially an important financial decision. You never want to feel pressured into making a deal. If someone is trying to pressure you into a decision, there is a good chance that it’s not as good as it may seem. Stopping to think […]
Check out the recent comments from Vanguard founder John Bogle about international investing. https://www.cnbc.com/2017/10/17/vanguards-jack-bogle-eases-a-little-off-a-big-stock-market-bias.html IMPORTANT DISCLOSURES This letter may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking […]
Nearly every part of the country is exposed to the risk of some type of natural or man-made disaster. It may be flood, earthquake, tornado, hurricane, forest fires, a broken dam, nuclear reactor, or chemical spill. Hopefully you are covered by a homeowner’s insurance policy
The financial landscape has changed drastically over the past 15 years. No longer is your financial professional someone who buys and sells investments on your behalf and charges a fee you don’t understand. Transparency is now leading the charge between the client
When it comes to personal savings, retirement savings in particular, Americans have not fared well. According to an Economic Policy Institute study on the state of American retirement in 2013, almost half of American families have no retirement savings
We all need to be concerned about cyber security issues. Governments, businesses, financial institutions and hospitals gather, process and store confidential information on computers. The information is then transmitted through networks to other computers
Even with down markets tax loss harvesting is more important than ever before.
This article highlights the case as to why robo advising is here to stay.