What All Star’s Reading #3

We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they.. read more →

The Changing Face of Retirement

Growing up, investing was rarely, if ever, a topic of conversation in my family. That isn’t to say my parents were financially irresponsible – not at all! I remember my dad consistently sitting down at the kitchen table to meticulously balance his checkbook and pay the bills on time. I also remember my parents living.. read more →

Caveat Emptor When Buying Annuities

The financial services industry has done a poor job with making things simple and easy to understand for the majority of the public. There are 50-page mortgage documents, 100-page fund prospectuses, and we currently have an unnecessary and onerous debate in Washington on a widespread fiduciary standard (it should be as simple as the client.. read more →

Don’t Lose Sight of the Forest for the Trees

The financial media has spent a lot of ink (well, maybe more keystrokes these days) on the upcoming fee disclosure statements that retirement plan participants will be receiving before the summer is over. A myriad of surveys have demonstrated that many retirement plan participants are unaware that they are paying ANY fees associated with their.. read more →

WHY INVESTORS ARE AFRAID AND MAD AS HELL!

FEAR and ANGER are the two dominant attitudes of the average American investor today and rightly so. You are fearful about your future and angry at those who are responsible and not doing anything about it. No two ways about it, the psyche of the average investor today has changed and this could be a.. read more →