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Avoid credit card debt like the plague

Avoid credit card debt like the plague

Jan 19, 2018 - Carrying credit card debt is a great way to negatively compound your net worth.

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Salary is Not The Same as Savings

Salary is Not The Same as Savings

Jan 15, 2018 - Salary is not the same as savings. Your net worth is more important than how much money you make. It’s amazing how many people don’t realize this simple truth. Having a high salary does not automatically make you rich; having a low salary does not automatically make you poor. All that matters is how much you save out of your salary.

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Deciding When to Retire

Deciding When to Retire

Dec 19, 2017 - Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses, but also what sources of retirement income you'll have and how long you'll need your retirement savings to last.

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Our Thoughts on Bitcoin

Our Thoughts on Bitcoin

Dec 13, 2017 - Bitcoin is a worldwide cryptocurrency and digital payment system called the first decentralized digital currency — there is no central repository or single administrator.

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Catchphrase Investing

Catchphrase Investing

Dec 6, 2017 - The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as
the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these.
But does this constitute an investment strategy?

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Key Estate Planning Documents You Need

Key Estate Planning Documents You Need

Nov 19, 2017 - There are five estate planning documents you may need, regardless of your age, health, or wealth. We would like to share with you a brief description of each.

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Our Perspective: 4th Quarter Newsletter

Our Perspective: 4th Quarter Newsletter

Nov 19, 2017 - Matthew Savery, Chief Investment Officer, presents his review of the fourth quarter of 2017

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How Much Annual Income Can Your Retirement Portfolio Provide?

How Much Annual Income Can Your Retirement Portfolio Provide?

Oct 16, 2017 - Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate.

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Protect Yourself against Identity Theft

Protect Yourself against Identity Theft

Sep 18, 2017 - You may have never used Equifax yourself – or even heard of it – but the credit reporting agency recently said that 143 million people could be affected by a recent data breach in which cybercriminals stole information from Equifax including names, Social Security numbers, birth dates, addresses, and the numbers of some driver's licenses.

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Financial Basics for Millennials

Financial Basics for Millennials

Sep 11, 2017 - With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 and 1997) faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.

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Natural Disasters and Economic Impact

Natural Disasters and Economic Impact

Sep 11, 2017 - We have received numerous questions from clients regarding the impact of natural disasters on the economy and the markets. With any natural disaster, it is important to separate human tragedy from any economic impact. Most important is the safety of the people and our thoughts are with everyone who has been affected by both Hurricane Harvey and Hurricane Irma. That said, while natural disasters tend to coincide with short-term economic weakness, history suggests that economies are, for the most part, able to rebound over the medium term.

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Reaching Retirement: Now What?

Reaching Retirement: Now What?

Aug 31, 2017 - Reaching Retirement: Now What?

You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you'll need to carefully manage your assets so that your retirement savings will last.

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Sudden Wealth

Sudden Wealth

Aug 17, 2017 - What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Now that you've come into a windfall, you have some issues to deal with. You'll need to evaluate your new financial position and consider how your sudden wealth will affect your financial goals.

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Five Questions about Long-Term Care

Five Questions about Long-Term Care

Aug 15, 2017 - Understandably, many people put off planning for long-term care. But although it's hard to face the fact that health problems may someday result in a loss of independence, if you begin planning now, you'll have more options open to you in the future.

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Why Teenagers Should Care About Investing

Why Teenagers Should Care About Investing

Aug 2, 2017 - If you remember your first summer job, you may recall how excited you were to receive your first paycheck. You may also recall how you liked to spend that paycheck and how quickly it may have disappeared!

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Our Perspective: 3rd Newsletter

Our Perspective: 3rd Newsletter

Jul 24, 2017 - 2nd Quarter Review and Market Thoughts.

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The Importance of Asset Allocation

The Importance of Asset Allocation

Jun 28, 2017 - Investment advisors normally tout the virtues of asset allocation, or investment policy. Asset allocation is an investment strategy...

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Do You Need to Update Your Estate Plan?

Do You Need to Update Your Estate Plan?

Jun 19, 2017 - Is it time to update your estate plan? This checklist provides examples of life events that could lead you to review or change your estate planning documents and/or beneficiary designations.

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