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News & Insights

Credit Cards versus Debit Cards

May 29, 2019
Categories
Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is...
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Sometimes the Best Reaction Is No Reaction at All

Feb 16, 2018
The drawing above by our friend Carl Richards depicts the all too common roller coaster braved by many investors. There...
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Intra-Year Declines in Context

Feb 12, 2018
After a period of relative calm in the markets, the recent increase in volatility in the stock market has resulted in...
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The Current Market Decline in Context

Feb 6, 2018
After a couple smooth years in the market, volatility has returned. The one question on everyone’s mind really doesn’t...
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Market at All Time Highs

Jan 26, 2018
As markets rise higher and higher, so too does investor anxiety. The bears are anxious due to their belief this rally is...
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Income Allocation – Secure Your Income First

Jan 8, 2018
Income Allocation over Asset Allocation Secure your income first to gain peace of mind. By: By: Ross Hoffman, AWMA®, CFP...
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The Immeasurable Value of a Second Opinion

Jan 5, 2018
GOOD ADVICE AND SECOND OPINIONS: QUALITY OVER QUANTITY Quantity of advice is easy to come by – on the job, in the media...
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Resolving the “I Just Want To Go To Cash Conundrum.”

Oct 22, 2017
Recently, I was speaking with someone who had just sold his business and had decided to retire. He told me he was also...
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