Financial Planning


Sep

18

2016
The Invisible Alpha

The Invisible Alpha

The connection between Wall Street and Main Street is a quirky one.  For the most part, Wall Street serves Main Street well.  Investment banks, commercial banks and insurance companies match borrowers with lenders and keep the economy running.  However, this...

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Jun

10

2016
A Guaranteed Good Investment

A Guaranteed Good Investment

When most people think about investing, they think about the stock market.  The stock market is the glamorous way to invest.  Mr. Market makes headlines.  We hear stories about people getting rich on IPOs or cashing in on a biotech...

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Jun

03

2016
To Roth, or not to Roth

To Roth, or not to Roth

I get a lot of questions about IRAs so I thought a quick crash course in the basics would be helpful.  Tax laws, regulations and individual circumstances change frequently so always check with your advisor or tax consultant before making...

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May

06

2016
What’s Your Financial Game Plan?

What’s Your Financial Game Plan?

“checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized.” ― Atul Gawande, The Checklist Manifesto: How to Get Things Right Financial planning is a very broad topic.  It involves an understanding...

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Apr

06

2016
Early DoL Fiduciary Rule Roundup

Early DoL Fiduciary Rule Roundup

The Department of Labor on Wednesday rolled out its long anticipated rule aimed at altering how the financial industry doles out retirement advice.  The Obama administration is hoping to bring investors a bit more transparency around the line that has...

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Mar

04

2016
Is Your Advisor Conflict-free?

Is Your Advisor Conflict-free?

Last weekend, Leonardo DiCaprio finally took home the Oscar for best actor.  While it was his first win, this wasn’t Leo’s first nomination.  In 2007 he was nominated for his role as diamond smuggler Danny Archer in Blood Diamond.  The...

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Nov

17

2015
Rethinking Advisory Fees

Rethinking Advisory Fees

The most popular methods of compensation in the advisory industry have always irked me. Traditional, commission-based brokerage models are sketchy at best.  They are fraught with misaligned incentives and more often than not, investors are left dealing with salespeople, not...

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