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What the Market Plunge Means for Investors
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... advisor who is not only knowledgeable but also experienced. Remember, it's been more than 10 years since the last cycle of Federal Reserve interest rate increases ended. The countless advisors who have ...
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The Risk of Waiting for a Cheaper Market
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... financial advisor to make sure you're making the right decisions for your long-term financial security. Please don't hesitate to contact us if you have any questions. ...
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Is This Your Advisor's First Rodeo?
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... of time. The biggest thing investors need to be wary of, however, isn't the market. It's the experience level of those who are guiding you through it. Think about it: If your advisor is under 30, he ...
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When You Can't Trust Your Financial Advisor
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Imagine that a financial advisor wants to sell you a certain mutual fund. "Is this the best fund for me?" you ask. "Maybe not, but it's good enough," the advisor responds. Incredulous, you reply: ...
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Trade War Ahead? Here’s What to Do
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... best way to protect your portfolio amidst all the trade-war rhetoric is by working with a financial advisor, review each of your holdings to determine which might be most at risk. China is shrewdly targeting ...
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Be Smart About Your Tax Windfall
(Main Content/blog)
... portfolio. Your investments should seek to balance growth and safety. But even if you've worked with an advisor to strike the right balance, changing markets can destroy that balance. The past few years ...
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How to React to the Market’s Ups and Downs
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... experienced advisor who can analyze the market and specific stocks. Don't hesitate to contact us if you'd like to discuss how to invest in 2018. ...
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Seeking Diamonds in the Rough for 2018
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... An experienced advisor can cherry-pick the best opportunities based not just on price and dividend yield, but on underlying data about a company's strengths and weaknesses, their leadership, their market ...
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How a Tax Failure Could Topple the Market
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... each individual stock, bond or fund in your portfolio passes the test of quality and price. And the best way to do that is to work with a qualified financial advisor. Don't hesitate to contact us if ...
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Choosing the Right Advisor
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It's an unfortunate fact that most people do more research before buying a car than they do before hiring a financial advisor. Choosing a financial advisor can have a huge impact on your financial success, ...
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Why Your Advisor Should See Your Taxes
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Most people think their accountant should handle their tax return, and their financial advisor should handle their investing, and never the twain shall meet. But the fact is that your financial advisor ...
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How to Get (and Stay) on Track for Retirement
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... goals. Unfortunately, few individuals take an in-depth look at their complete financia picture every year. And most financial advisors only do a simple portfolio review. But I believe being prepared ...
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Should You Buy the Trump Rally?
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... But in the short- and medium term, I'm expecting volatility. That means now is the time for cautious buying, not wholesale buying of everything. As always, an experienced financial advisor can find ways ...
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Can Hurricanes Create Investment Opportunity?
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... experienced and knowledgeable investment advisor is the best way to spot opportunities where the potential reward outweighs the risk. Please contact us if you'd like to discuss investing further. ...
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When That High Yield is a Trap
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... investments yourself, but rather working with an experienced investment advisor. A good investment advisor will know how to analyze cash flow and balance sheets. But that kind of readily available information ...
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Will Wall Street Clean Up Its Act?
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... Wall Street’s bad behavior to continue. First a little background. Most people who call themselves financial advisors are actually brokers. Another word for “broker” is “salesperson.” Investment ...
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Don’t Fall in Love With Your Stocks
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... may be ready for a fall) into weaker-performing categories that may be primed for gains. Another key is to seek out the opinion of an objective professional. A good advisor won’t have your emotional ...
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How Will the Election Affect the Market?
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... merely head-fakes. Judging from history, the occupant of the White House matters less to the markets than other factors and forces. Having been a financial advisor through five presidential elections, ...
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How to Invest in a Tough Market
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... to keep their money invested for several years if they hope to make gains in stocks and bonds. As a financial advisor, I'm reminding clients to look not just at the past year of market performance, but ...
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Improve Your Financial Health in 2016
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... the more you save, the more money you'll have available to work for you. The key is to have a well-thought-out plan and to stick with it. Your advisor can help you create a portfolio customized to your ...