Do Interest Rates Have You Worried About Buying a First Home?
Did the recent interest rate hike news cause any delay to your plans to house hunt? Are you wondering – given the rate increase and current market turmoil – if this is really the right time to purchase...
View ArticleWhen A Storm Hits Are Investors Still Gluten-Free?
More snow coming? Get ready for Instagrams and TV reports about empty bread shelves! Here’s one from my local store before the blizzard a couple of weeks ago: No matter how many people have resolved to...
View ArticleIn Times of Uncertainty, Feeling Certain about Your Plan
As I was listening to Fed chair Janet Yellen’s testimony in front of Congress last week, I was intrigued by a tweet from Morgan Housel: “Go back to 2008 and tell people that in 2016 our biggest...
View ArticleWhy Volatility Is an Opportunity for Long-Term Growth
This article was originally published on NerdWallet.com The market has been on a wild ride lately, which has provided a wake-up call for investors who rode the six-year bull market — and its low...
View ArticleWhy Stock Picking Is a Losing Investment Strategy
This article was originally published on NerdWallet.com Picking a stock that goes up 100% in a year is exhilarating. But there’s a problem with this method of investing. Like gambling in Vegas, it may...
View ArticleMarch Madness and Investing: Surprising Similarities (And How to Avoid Common...
What a great time of the year. Cherry blossoms are out, baseball opening day is right around the corner, and the best single elimination tournament in sports is on its way. That’s right, it’s March...
View ArticleDon’t Expect to Win With Actively Managed Funds
This article was originally published on NerdWallet.com Trying to pick individual stocks is a losing game, and this doesn’t just apply to individual investors. It’s also true for professionally run,...
View ArticleIs Your Retirement Advisor a Fiduciary?
Do you want a financial professional who is opposed to financial transparency managing your money? The upcoming and long anticipated proposed rules by the Department of Labor (“DOL”) exposes that very...
View Article6 Questions to Ask A Financial Advisor
Finding a financial advisor who is right for you is an important process. A good financial advisor is there to prevent you from making decisions that would have a negative, unintended impact on you....
View ArticlePersonal Finance – Why Didn’t I Learn That?
I recently returned from a reunion weekend with some of my college buddies. We caught up on wives, kids, work and all the other important parts of our lives. One thing struck me about the...
View ArticleWhich Investor Personality Best Describes You?
This article was originally published on investopedia.com According to many studies, our different personality traits and preferences, along with a range of emotional and mental behavioral biases, have...
View Article8 Common Investor Biases That Impact Investment Decisions
This article was originally published on investopedia.com One of the biggest challenges to our own success can be our own instinctive behavioral biases. In previously discussing behavioral finance, we...
View ArticleWhere Millennials Can Turn for Financial Advice
We live in a fascinating time. The biggest wealth transfer in history is beginning, as Millennials will soon become the wealth bearing demographic in this county. Not surprisingly, as we pointed out...
View ArticleWhy Investors Can Be Their Own Worst Enemy
Investors often think they are doing better than they actually are. But the reality is that most investors are actually underperforming their benchmark. Two recent articles regarding behavioral finance...
View Article4 Things You Can Learn From John Oliver About Retirement Planning
On his HBO show Last Week Tonight, comedian John Oliver recently turned the national spotlight on the wealth management and retirement planning industry. In light of a new Department of Labor rule...
View Article4 Healthy Financial Habits to Develop Now
Our habits play a crucial role in our ability to meet our goals and become who we want to be. Bad habits — whether it’s biting our nails, overeating, smoking or something else — create roadblocks on...
View ArticleDo You Need to Change Your Financial Advisor?
In his song “Real Friends” musician Kanye West raps, “Real friends. It’s not many of us. We smile at each other. But how many honest? Trust issues.” West wonders whether those around him are there...
View ArticleInstituting Investing Rules: Lessons from the Brexit
The world had its eyes on the United Kingdom on June 23, as returns from their national referendum on whether to withdraw from the European Union began to roll in. The ultimate victory of the “leave”...
View ArticleGoing the ETF Route? What You Should Know
CNBC recently published a story on the growing popularity of exchange-traded funds, or ETFs. According to the article, 81% of advisors surveyed said they used or recommended ETFs to their clients in...
View ArticleAdvisors Repapering Your Account: What to Know
The White House’s report on conflicting financial advice estimates that there is a staggering $1.7 trillion invested in products that generate conflicts of interest for advisors—meaning products that...
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