Newsletter Archive

     If you are one of those people whose eyes start to glass over the minute you open your brokerage statement you are not alone.  Usually all you can do is look at whether the value is more or less…

       If you are one of those people whose eyes start to glass over the minute you open your brokerage statement you are not alone.  Usually all you can do is look at whether the value is more or…

     Some strategies for maximizing the amount of social security benefits we can collect have recently been phased out, but that doesn't mean the decision of when to start collecting benefits is a simple one.  Retirees that begin taking social…

Human nature being what it is, most investors will use past performance as the deciding factor for their investment choices.  So what's the problem with that? The problem with chasing returns is that it doesn't account for volatility. Take a…

         I don't like to give in to negative thinking, but it's hard to argue that the "new normal" of low growth and low interest rates are here to stay for an extended period of time.  Which means…

     Now that it's tax season, it might be a good idea to start planning to reduce taxes right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to save on…

      Since New Years is a time to reflect and set goals for the upcoming year, I thought I would take the liberty of offering my suggestions that I think will make most every person better off than if they…

     An often forgotten element of mutual fund investing is that every year about this time funds will distribute capital gains and dividends to the the fund's shareholders. In some cases the capital gain distribution can be as much as…

          How long has it been since you've had someone who is not your current advisor review your investments? Just like medicine, sometimes it makes sense to get a second opinion about your money.  If you would like an objective, no obligation,…

     Now that it's tax season, it might be a good idea to start planning to reduce taxes this year right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to…