Investments

What Lies Beneath - Understanding Market Indexes

With holiday parties kicking into high gear, Michelle inevitably drags me along as her personal arm candy and designated driver. Finger...

How to find a quality Financial Advisor to help manage your money & finances.

Where to look · Ask friends and family you trust for advisors to interview · Go on-line to NAPFA.org (National Association of...

Say What? - Your Guide to Understanding Financial Jargon.

We, as a society, have never had more access to information – thanks to a technology fueled, 24/7 news cycle. Respective of this...

Risky Business - Tolerance vs. Capacity

Think back to the last time you gambled – be it Vegas, a bingo hall or gas station lotto. Did you gravitate to the ‘high rollers’ room...

Fair Share - Mutual Fund Share Classes

There’s a trite adage I use when having (very) low level negotiations with buddies: “You cut the pie; I’ll choose the piece.” Sadly, I...

Summer Time Blues

Summer Time Blues A Primer on financial market seasonality There is an old Wall Street adage that recommends investors to “sell in May...

I Pledge Allegiance to Whom?

THE FIDUCIARY RULE There’s currently a battle brewing even more contentious than Bill O’Reilly and blondes: namely, Wall Street vs. the...

Green Thumb

Nurturing your portfolio With the weather teasingly trying to break, I found myself pouring a Makers Mark and milling around the yard...

Just Thinking Out Loud

I have to admit, this emoji thing might have some legs. I was bit resistant at first; dismissing it as nothing more than a cutesy...