"Now you know why we always want a certain allocation to cash in your portfolio." This is the phrase advisors wish to say to clients...
Investing
Separating Fact from Opinion
Is the price of oil headed to a negative $100 a barrel? Are stocks going to hit new highs early next year? These are headlines that...
Personal Market Reflections
I was recently speaking with a friend of mine who has been a financial reporter for more than 30 years, including being the Executive...
What to do During Times of Extreme Market Volatility
As I was sitting down to write this article, I received an email from a younger client of mine with the subject line: “How do I stop...
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. In...
Saving the Planet, One Step (and One Investment) at a Time
As more and more people become aware and concerned about the environmental dangers that lurk all around us, they’ve tried steering...
Why the Fed Cut Rates and What it Means
This past Wednesday, the Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut...
Why the Federal Reserve May Cut Rates, and What it Means for Your Portfolio
This past Wednesday, the Federal Reserve Open Market Committee met and decided not to change interest rates, keeping rates where they...
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It's not too late to contribute to an IRA for 2018! You have until your tax return due date (not including extensions) to contribute...
The Gift of Perspective
Perspective is a gift. After another turbulent day in the stock market, CNN Money’s recap of that day’s market said it bluntly: “It...
The Grass is Not Always Greener on the Other Side
Everybody wants to be in on the ground floor of the next big investment idea. The Gold Rush in California in the 1840s is a prime...
Three Changes to Retirement Accounts You Should be Aware of
Lost in all the tax law changes that went into effect this year were several changes made to IRA and Roth IRA accounts that bear...