The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants …
What You Need to Know About Generational Wealth Management
Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing your kids/grandkids …
Time to Brush Up on Your IRA Facts
If you are opening an (Individual Retirement Account) IRA for the first time or need a refresher course on the …
I ain’t afraid of the DOL!
There has been a lot of talk surrounding the Department of Labor’s new fiduciary rules. The gist of the whole …
Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions
Kinds of IRAs and Prohibited Transactions You can open different kinds of IRAs with a variety of organizations. You can …
THE DEVIL IS IN THE DETAILS
An ex-wife as a primary beneficiary. Lapsed stock options. No medical power of attorney. What is in common with these …
Diversification-2016 edition
I have been in financial services since the late 1990s. A lot has changed during that time. The internet is …
How to Live Within Your Means
SPEND LESS THAN YOU EARN This may seem obvious; however, it must be said. If you spend less than you …
Unintentional Stock Concentrators
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration …
Smart Tax Planning
“You are worse than the Dentist.” It’s tax time. According to some of my clients-one of the worst days of …