Category: Finance

Finance

The Presidential Election and Your Portfolio

There seems to be an overwhelming concern among investors that the markets, and ultimately their own investments, will not perform ...
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Finance

The Power of Partnership – Lessons Learned from the Olympics

While we all have varying interests in television programming, we can assume with confidence that you were able to watch ...
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Finance

Choosing the Right Advisor, Part 2: Key Questions to Ask

The In-Person Complimentary Consultation After you have completed your preliminary screening, and zeroed in on two or three Registered Investment ...
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Finance

Choosing the Right Investment Advisor

In this week’s blog entry, we touch on key points to consider when choosing an investment advisor, whether you are ...
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Finance

The Importance of Diversification

On August 2, investors woke up to this news from Reuters: “Knight Capital Group Inc. is being forced to raise ...
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Finance

Convert Your Thinking on Roth Conversions

In 2010, the law that imposed income limits on Roth conversions was changed so that anyone, regardless of income, could ...
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Finance

Applying for Social Security: The Importance of Timing

Social Security is the only widely available source of income that provides the following combination of financial protections: 1) inflation-fighting ...
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Finance

The United States of Europe

Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation ...
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Finance

The Cost of Market Timing

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current ...
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