Blog Posts
Tips for Do-It-Yourself Investors
If you manage your own investments, even if it’s only a portion of a larger portfolio, you should have a plan in place. All too often we see situations where a loved one passed away unexpectedly and left a messy situation for the spouse to deal with. The following...
Fight Inflation with Dividend Paying Stocks
If you’re worried about inflation or your erosion of purchasing power consider looking to dividend paying companies. Great primer on that at USA Today
How bad weather can impact the economy.
A pretty good overview of how winter can hurt the economy: CNBC
Maxed Out your 401(k) and your ROTH? Here’s What to Do:
If you maxed out your 401(k) savings for the year ($17,500) and contributed to your ROTH ($5,500) you may be wondering what the next best place is to save for the future. Here are a few places to look: Open a taxable accounts. You can open a regular brokerage...
Introducing the IRA Flow Chart
Answering the question, “Can I contribute to my IRA or ROTH IRA?” can be tough. There are many, many factors that you have to consider and it can become complicated. To make matters worse, the requirements may even change from one year to the next. To help make this...
Last Minute Tax Preparation Pointers
If you haven’t filed your 2013 tax return yet, and you expect to be meeting with your accountant soon, we have a couple of pointers that may make the process easier for both you and the accountant. Bring all of your tax reports. If you are withdrawing money from your...
A Sobering Look at Retirement
A recent study by Natixis and The Boston College Center for Retirement Research paints a bleak picture of retirement for many individuals. People working today may be unable to maintain their current standard of living. The article at Marketwatch.com goes into the...
The Internet of Things Will Be Huge
It’s started already. The internet is working its way into our life more and more. It’s connecting our phones, computers, kitchen appliances and our stores to one another. You can control your thermostat remotely, or stream TV shows from the internet onto you TV, or...
Why You Can’t Hide From Inflation
Just because it isn’t making headlines, doesn’t mean inflation is not a serious issue. We, as advisors, have to deal with on a daily basis. The following article is filled with great nuggets about inflation. Here are my favorites: “According to the US Labor...
Cost vs. Value. And How Money Fits In.
Excerpts from a great post great post by Seth Godin: “Five dollars to buy a snack box on an airplane is worth something very different than five dollars to buy a cup of coffee after a fancy meal, which is worth something different than five dollars in the grocery...
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