Blog

Expect a Spike in Inflation Over Next Couple Of Months (But it Should Just be Temporary)

After several weeks of inflation and interest rate anxieties, the release of CPI data on March 10 showing a less than expected increase is welcomed news for investors. While consensus forecasts called for a 0.4% increase in the core consumer price....

Is The Recent Jump in Treasury Yields a Cause For Concern? Not For Us And Here’s Why.

Last week the yield on 10-year Treasuries triggered alarms when it hit its highest level in a year. Many attributed last week’s stock market selloff to that jump in yield, with concerns of continued increases that could lead to further market....

Inflation & Your Money

It’s important to understand how inflation is reported and how it can effect investments. “If the current annual inflation rate is only 0.7%, why do my bills seem like they’re 10% higher than last year?” Many of us ask ourselves....

Don’t Invest in Mutual Funds… Until you read this

Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it”, most investors fail to realize the truth about what these investments are costing them in fees that typically fly below....

Have You Seen Your Financial Advisor’s Performance Results?

Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing someone to make decisions with your money, nothing serves as better verification of ability....

What to Look for When Researching a Financial Advisor

Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before enlisting the help of a financial advisor. In this article, we’ll cover which documents that you should....

Changing Jobs Can Be a Tumultuous Expereince

Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan. Some....

Inflation and Your Investment Portfolio

What effect does inflation have on your investment portfolio? Have you factored inflation into your long-term financial plan? Featured....

Don’t Buy an Annuity…

Annuities can be complicated  This article in Forbes magazine will help you get the information you need to know about the pros and cons of annuities. The Facts You Need to Know About....

Your Emergency Fund: How Much Is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can....

When Should You Take Social Security?

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, “should you?” Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up to age....

It’s easy to let investments accumulate like old receipts in a junk drawer

Does your investment portfolio resemble a junk drawer — a little of this and a little of that, with no real rhyme or reason? Time to take a look at the big....

There’s an alarming difference between perception and reality for current and future retirees.

Take a closer look at the divide between what some pre-retirees expect and what today’s retirees actually....

Here’s a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact,....