Blog Posts

Why Teenagers Should Open a Roth IRA

A Roth IRA does more for your teenager than help them realize the importance of saving for retirement. It could give them a great boost, too! Consider the recent article from the New York Times.

Now May Be The Best Time To Check Your Risk Tolerance

Is this the top of the market? If so, are you (and your investments) ready for the possible roller coaster that could follow? That’s the gist of a recent WSJ article, and it’s not bad advice to consider. Investor’s appetite for risk is constantly changing.  When the...

Watch That Cell Phone!

1 in 10 Americans have had their smart phone stolen. Make sure you protect your personal information with these three tips: Make sure you have a security PIN set up to lock your phone. Consumer Reports states only 36% of all smart phone have some sort of security....

The Great Tax Migration

Sick of the high costs to live in Connecticut? Some residents (and our clients, too) are taking action and moving to cheaper states. If you’re curious to see how much you could save, start with these resources: How Money Walks:Wealth is leaving this state, mostly to...

Pay Attention to Your NU Stock

For those of you who hold NU stock, you may be excited to see that it has been reaching new all-time highs at over $47 per share! So, let’s take some time to evaluate it as an investment. Recently, we noticed an abnormality that warrants some discussion: With some...

Doom-and-Gloomers Have It Wrong

The stock market didn’t crash. The economy didn’t collapse. The government didn’t default. The Euro didn’t fail. The inflation rate didn’t turn into hyperinflation.   And yet, every time we turn on the TV, all we see are more dark clouds looming in the distance,...

Why Americans Don’t Own As Much Stock As They Used To

At first glance, the trend of stock ownership in the US is quite declining.  It appears that for most Americans, the percentage of stock in a portfolio is less and less.  That’s scary… but there is more to this story than just another post about investors sitting in...

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