What could possibly link the children's story of Watership Down, Thanksgiving turkey and retirement investing risks? Well, my mind works in strange ways (just ask my wife and I'm sure my 15-month old Spencer agrees as well). Buy and Hold - A Broken Promise? After all the troubles in the stock market and in financial markets in general over the past couple of years, I was recently rereading an ... Read More
IPS
Beat the Holiday Rush: 7 Financial Planning Tips Before Year End
The holiday season is almost upon us. Before we all get caught up in the spirit of the season (or mayhem, depending on your perspective), consider taking time to get your fiscal house in order with these tips. The Year of the RMD Last year, required minimum distributions (RMDs) were not required as Congress granted a reprieve to not force clients to take distributions from severely depressed ... Read More
Most Common Investor Mistakes and How to Avoid Them: Mistake #1
Investing Mistake #1: Treating Investments Like a Part-Time Job and Not a Business. "When a man tells you that he got rich through hard work, ask him: Whose?" Don Marquis While you may be investing for a child's education, a vacation home or retirement, the common ingredient for success really is the process, approach and mindset you bring to making investing a success. Take it seriously and you ... Read More
Divorce May End a Marriage, but Unchecked Credit Issues Just Might Last Forever
With Valentine's Day just around the corner and the celebration of love and fidelity, it is somewhat incongruous to think about divorce. But every 'good-bye' leads to a new 'hello.' And it is all the more important for smart individuals to prepare correctly with proper advice ahead of time so that each party can have a fresh start. When love goes wrong, there are a host of money pitfalls and ... Read More
