Category Archives: Retirement

What is Fiduciary Advice

What Is Fiduciary Advice? May 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can … Continue reading

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A Bird In The Hand Blog

A Bird in the Hand…   For years, we have been telling clients that we are not often fans of Roth IRA’s.  It has been a very unpopular stance in many instances but one that we will continue to broadly … Continue reading

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David Booth Interview on CNBC Video

Thought I would share a recent interview by David Booth on CNBC (video link). David Booth, founder, chairman and co-CEO of Dimensional Fund Advisors, tells CNBC’s Sharon Epperson his winning investment philosophy, “let the market do the work for you,” … Continue reading

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Beware of Soothsayers

I am often told there are “professionals” around us who claim to know the exact moment when things in the market are going to change; that somehow they always know the right time to get in or out of the market. … Continue reading

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State of Mind

America is aging.  Of course this only natural, given the baby boomer generation is now full steam ahead toward hitting the retirement age of 65 (or 66 is you ask Social Security!).  Today, 13.5% of Americans are 65 or older.  … Continue reading

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Lessons in Mutual Fund Flows

Since 2008, economic uncertainty and market volatility have tested the staying power of investors around the world. Many people fled equities during the worst months of the global financial crisis, while others waited for signs of a turnaround before investing … Continue reading

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Lullaby Part 3: You May Be Right

Here we present the third and last installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. … Continue reading

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Lullaby Part 2: Pressure

Here we present the second installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. After publishing … Continue reading

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Lullaby Part 1: We’re Only Human

Over the next couple blog posts we will be doing a 3-part post entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive … Continue reading

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Buyer Beware!

Buyer Beware! Don’t let them fool you…Advisors love crazy markets.  You see, this is the time they prey on the weak because they know that the research shows that money is on the move.  In fact, a Wall Street Journal … Continue reading

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