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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, December 10, 2018

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative...

 

Monday, December 3, 2018

U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ...

 

Tuesday, November 6, 2018

Simply put, we are living longer. “[The] average U.S. life expectancy increased from 68 years in 1950 to 79 years in 2013,” reports the Population Reference Bureau, “in large part due to the reduction in mortality at...

 

Sunday, August 5, 2018

A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past five years. According to a survey, 40% of U.S. workers said they have resolved to retire later...

 

Thursday, November 30, 2017

ACKNOWLEDGMENT: This article was published by the BSW Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright 2017 by AES Nation, LLC. For so...

 

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Friday, October 27, 2017

High-net-worth (HNW) psychology is all about understanding what the affluent want from the professionals they work with, as well as the “how” and “why” behind their attitudes and decisions about their money. Developed in the late 1990s, HNW

 

Thursday, September 28, 2017

A medical revolution is underway—one that’s making it possible for us to extend our lives for decades by stopping now-fatal diseases before they can take hold of our bodies. In the coming years, we’ll not only be able to live longer, but al

 

Wednesday, May 18, 2016

Ownership and financial aid considerations Before exploring what are some investment strategies in regards to 529 plans, there are some important points to consider first. It is very important to understand the financial aid rules that...

 

Thursday, November 13, 2014

It has been said that the average time a student spends in college today is 6.2 years. When I heard this, it really hit home from me about my college experience. I was a very good student in high school, honors track in most subjects....

 

Monday, August 18, 2014

In my experience advising clients on their investments and retirement goals, there are countless times when I have also had to help them in keeping emotion in check when making financial decisions. Therefore, I would like to reiterate...