Category Archives: Wealth Protection

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

Posted in Investment Articles, Market Commentary, Retirement, Wealth Enhancement, Wealth Preservation, Wealth Protection | Leave a comment

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

Posted in College, Investment Articles, Retirement, Wealth Protection | Leave a comment

TIPS to Short Duration Bonds

After careful consideration, we have decided to make a small change to our core portfolios. We wanted to notify you of this change that will prompt you to see some activity via confirmations and in your monthly statements. This change … Continue reading

Posted in Investment Articles, Market Commentary, Wealth Protection | Leave a comment

Recent Market Volatility

While never unexpected, it still surprises me that when markets have bad days I’m inundated with emails, phone calls, and questions that come on the heels of the news.  Yesterday was no exception, when the broad US Market (as measured … Continue reading

Posted in Investment Articles, Market Commentary, Volatility, Wealth Protection | 1 Comment

IS IT TIME TO….

It always seems inevitable that when markets move enough to be back in the headlines, that I start to get a lot of questions about “Is this the time to…?” As human beings, we are wired to think we can … Continue reading

Posted in Investment Articles, Market Commentary, Volatility, Wealth Protection | Leave a comment

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

Posted in Investment Articles, Market Commentary, Retirement, Volatility, Wealth Protection | Leave a comment

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

Posted in Investment Articles, Market Commentary, Retirement, Wealth Protection | Leave a comment

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

Posted in Investment Articles, Market Commentary, Retirement, Volatility, Wealth Protection | 18 Comments

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

Posted in Charitable Interests, College, Investment Articles, Retirement, Wealth Protection | Leave a comment

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

Posted in Charitable Interests, Investment Articles, Market Commentary, Retirement, Volatility, Wealth Protection | Leave a comment