Blog
3 Investments to Consider for an Expensive Market
Here’s a market concern we’ve been hearing from investors more and more lately: There aren’t any good investment opportunities right now. Stocks are expensive, bonds...
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Three Behavioral Hacks for Business Owners to Take Back Their Lives and Eliminate Retirement Worries
Business Owners, Take Back Your Life and Eliminate Worry Over Whether You Will Have Enough to Retire on. How familiar does this scenario sound?...
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Credit Double Threat on the Horizon
Recently, the WSJ reported on two positive credit trends in the US Economy. Individually, these trends are very positive for a growing economy, however, in...
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A Permanent Bear Market in Fossil Fuels?
In my last post I wrote about how the financial industry, led in particular by asset manager BlackRock, may begin putting pressure on the private...
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BlackRock Goes Green
When it comes to the financial markets, I am a perennial optimist. Investing not only makes us richer in the long run, it makes the world...
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Snap and Sucker Bets
Imagine I offer you the following deal: I will sell you a promissory note so I can expand my business. The note will be subject...
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Estate Planning: Don’t Die Trying
Estate planning isn’t difficult but it is time consuming if you want to do it right. According to a new study by Caring.com, only 40%...
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Starting the Conversation about Wealth Transfer with your Family
Talking about money with family members is not easy. In this short post, I will try and lay out a few pointers that make a...
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Charitable Moves You can Make with Your IRA
The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name,...
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Party Like it’s 1929
The S&P 500 finished the year up 11.96% for 2016, marking the eighth straight year in a row the US stock market has posted a...
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Trump and Capitalism’s Wild Week
Last Tuesday, 18.9% of Americans made their voices heard and elected Donald Trump as 45th president of the United States.[1] What immediately preceded and followed the...
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Feigning Independence as Birds of a Different Feather
It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of...
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