Estimating Your Social Security Benefits The Social Security Administration (SSA) now has an online option (called my Social Security) for receiving annual benefit statements -- however, if you do not wish to open an account, you may still estimate your Social Security benefits. You may estimate your Social [...]
A Plan to Reduce Credit Card Debt If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your way out, and the sooner the better. Debt can stand between you and your financial goals, such as buying a [...]
A Letter To Our Clients April 2, 2020 Dear Valued Investor: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle with COVID-19 rages on, and the [...]
A Letter To Our Clients March 18, 2020 Dear Valued Investor: Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. [...]
What Should You Do About The Coronavirus And Stock Market Volatility? View Article: EWhat Should You Do About The Coronavirus And Stock Market Volatility? (PDF)
The Risks of Market Timing "Market timing" is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell high. While this seems to make sense in theory, it's extremely difficult to pull off successfully. Trying to time the [...]
A Letter To Our Clients February 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic [...]
A Letter To Our Clients February 6, 2020Dear Valued Investor:The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off became more difficult after the [...]
Wealth Building Strategies While Raising a Family Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for [...]
A Letter To Our Clients December 3, 2019 Dear Valued Investor: Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s [...]
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