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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, April 27, 2017

April 27, 2017 In the new world of fiduciary scrutiny and media attention, many employees are looking at their retirement plan to see if they are paying the lowest cost for their plan investments. Plans which use revenue sharing to pay...

 

Friday, April 21, 2017

http://money.usnews.com/money/retirement/second-careers/articles/2017-04-10/7-reasons-to-work-part-time-in-retirement

 

Monday, April 3, 2017

This time of year, I have a lot of discussions with clients regarding the amount of taxes they were required to pay for the prior year. A number of my clients are at the stage of life when they are required to take an annual...

 

Monday, March 27, 2017

http://awealthofcommonsense.com/2017/03/updating-my-favorite-performance-chart-for-2016/

 

Tuesday, February 28, 2017

We want high returns from our investments, but we want much more. We want to nurture hope for riches and banish fear of poverty. We want to be number 1 and beat the market. We want to feel pride when our investments bring gains and...

 

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Tuesday, February 21, 2017

Executive Summary The standard advice in saving for retirement is rather straightforward: save as much as you can, starting as early as you can, to maximize the amount of your savings and how long it has to grow. The more you can get...

 

Friday, February 17, 2017

Even higher-income investors may be able to benefit from this credit on occasion--or help someone else do so. As the mid-April tax-filing deadline draws close, many investors scramble to invest in an IRA for the previous tax year. The...

 

Monday, February 6, 2017

Checklists. Doctors use them. Engineers use them, Pilots use them. A checklist is a tool to manage complicated jobs. Now let’s put that concept into the context of an individual who has fiduciary responsibilities for an ERISA...

 

Friday, February 3, 2017

Tax season may be the time to bring up financial concerns with parents and elderly relatives. As these individuals age, we should approach their financial planning with care and with respect. Here are 11 important questions to...

 

Thursday, November 5, 2015

Making sound financial decisions begins with asking the right questions. Start with the questions we’ve provided here to chart a course for financial well-being: Investing: Accumulate and maintain wealth When there are so many...

 

Thursday, November 5, 2015

IN THE MARKET Perhaps you’re in the market for a better wealth management experience. You found a firm to help you manage your assets, but it’s been awhile since you’ve heard from them, and you’re not entirely convinced that they are...