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Investment Advice: Is Your Crystal Ball Tuned In?

In 1952, Harry Markowitz won the Nobel Prize in Economics for Modern Portfolio Theory. Markowitz’s theories emphasized the importance of portfolios, risk, and the correlations between securities and diversification. His work changed the way that people invested and the way we advised our clients. In simplest terms, Markowitz stated that for any given risk tolerance, there...



Investment Advice: You Can Learn a Lot Just by Watching

Over the weekend many of you likely put eyes upon the latest Barron’s cover, which read plainly, “This Bull has Room to Run” that may have been sitting directly next to the current “Wall Street is Back” cover from The Economist. In itself, magazine covers are not a call...



Social Security Strategies Vital in Financial Planning…

…Especially in Financial Planning for Divorcee’s! First and foremost, Social Security protects against longevity risk.  Social Security may be the most misunderstood element in your financial plan. This can result in: Taking Social Security at the wrong time Not  taking advantage of Social Security strategies Not understanding Social Security...



Planning for a 30-Year Retirement

Funding a 30–year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, and, Adaptive Asset Allocation. Are you up to the task? George Foreman, the boxer–turned spokesman for portable grills, may have best summed up the retirement conundrum facing baby-boomers, “The question isn’t what...



How To Maximize Social Security Benefits

If you are looking to maximize social security benefits, you may be surprised to learn that the longer you wait the better off you’ll be. If you want to maximize your benefits and you delay until age 70.5, you can realize an increase in benefits of up to 25...



Stop Being Concerned About Your Retirement and Start Doing Something About it!

Stop Being Concerned About Your Retirement and Start Doing Something About it! By Kevin Coppola Source Article: http://www.pewsocialtrends.org/2012/10/22/more-americans-worry-about-financing-retirement/ If you are in your 20’s or 30’s and not concerned about much of anything (yet) this message is definitely for YOU… Yet another study released this week—this one by the Pew Research Center—confirms what those...



How The Formula for Savings for Retirement is Broken

Our Discoveries For the vast majority of Americans, it is mathematically impossible to achieve Retirement Income Security through contributions alone. In other words, You cannot Save Your Way to a financially secure retirement. While contributions are important, it is essential to increased your investment return if one expects to...



Are Asset Management Fees Tax-Deductible?

The question is simple. Thanks to the tax code, the answer is complex. One of the many benefits of investing in a fee-based investment program is that you pay no commissions. Thus, you avoid a common conflict-of-interest that often exists when working with financial advisors. An asset management fee...



Women Want More Article

Here is the link to a great article written by the Boston Consulting Group. It shares many of the reasons women are my favorite clients. Women are changing the world for the better, take a moment to read this article and see what women are looking for in financial...



What Your Divorce Attorney Won’t tell you about Your Money!

Women going through divorce are in an especially vulnerable position financially. At this time in their lives there are many financial decisions to be made and potentially a lump sum of money coming into their lives which needs to last. One of my passions as a financial advisor is...



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