Market Volatility: Friend or Foe?
Market volatility is not something that investors enjoy, as none of us like to...
Category: Articles
Foreign Stocks: Do They Still Make Sense?
The importance of diversification has been well established across the investment research literature over...
Interest Rates and Real Estate: What Can You Expect?
Recently we’ve seen signs of softening in the housing market due to the increase...
Cost Basis vs Performance: How to Understand your Monthly Statement
One of the confusing aspects of reading a monthly statement or your positions page...
When Should You Collect Social Security?
Among the most consistent questions my colleagues and I have received as financial planners...
Understanding IRMAA: Income Related Monthly Adjustment Amount for Medicare
In 2003, in order to address a shortfall in Medicare, Congress passed the Medical...
What to Do When you Inherit Assets
If you are expecting to inherit a sum of money, there are many key...
Banks and Brokerage Firms: How Safe Am I?
In light of the recent headlines around bank failures, which may have brought back...
“Timing the Market” vs “Time in the Market”
Investing can be a very emotional rollercoaster ride for many individuals. These emotions are...
Tax Savings on Series EE and I-Bonds for College Funding
In recent months there has been increased interest in US Treasury savings bonds, particularly...