Tell me again, Why did I invest?

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February 26, 2016
Tell me again, Why did I invest?

Investors frequently forget that their biggest financial goals (and most of the wealth it takes to fund them) will require returns offered by stocks. Much less of their wealth needs to be liquid (without losses or very close to the break-even point), and for a much shorter period of time. This is why it’s critical…

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Social Security Changes

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February 12, 2016
Social Security Changes

The Bipartisan Budget Act of 2015 was signed into law November 2, 2015. All the common Social Security filing strategies most people are familiar with will no longer be allowed after April 30th of this year. People who have reached the full retirement age of 66 have until April 30th to choose some options which…

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Super Bowl Sunday

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February 5, 2016
Super Bowl Sunday

With Super Bowl Sunday marking its 50th anniversary this weekend, there’s plenty to distract from the recent grinding off the tops of stock prices. We recommend taking advantage of the entertainment in place of fretting the market doldrums. But, just in case you want to keep one eye on your worries we have the perfect…

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Roller-coaster of a Market

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January 29, 2016
Roller-coaster of a Market

January 29, 2016, By: David Maurice It’s been extremely difficult to decide when to stop reading and when to start writing for this week’s blog. If I could just spend one day only dedicated to this it would be fine. But I start writing and by the time I take a break and return, everything has…

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Money Pulse Bulletin – White Knuckle Time

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January 8, 2016
Money Pulse Bulletin – White Knuckle Time

Our guess is that many of you may be concerned – even white knuckled over the wild volatility, especially of the past week. We certainly don’t like it either but we’re not overly concerned. Let us share some perspective with facts with you to serve as an antidote to help calm your fears as well…

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