2nd Quarter, 2016
How to Outsmart 10 Common Scams
Scams of all varieties continue to bilk unsuspecting victims out of billions of dollars each year. Older Americans, in particular, are being targeted, especially those who have been recently widowed.
1st Quarter, 2016
Hot Off The Presses!
When is the last time you enjoyed a really good read… on cybersecurity? We are pleased to announce the publications of our newest paper, entitled Client Home Systems Best Practices 2016- InfoSec Protocols. Catchy, right?
4th Quarter, 2015
Big News for FD Partner Ken Gutwillig
This autumn was an exciting time indeed for Kenneth Gutwillig, our Chief Investment Officer. In
September, Ken was invited to join the prestigious Bretton Woods Committee.
3rd Quarter, 2015
Financial Planning: It’s Not Just About The Numbers.
It’s easy to assume that financial planning is all about numbers. Of course, certain numbers underlie every financial plan: cash flow, the value of retirement assets, anticipated college expenses for children, the purchase price of the ideal vacation home, the cost of a parent’s caregiver – every client has unique goals, burdens, and challenges. It’s a numbers game.
2nd Quarter, 2015
It’s About Greece. And Pluto.
As we go to press, an agreement has been reached between Greece and the other Eurozone countries, enabling Greece to borrow yet another $100 billion and staving off bankruptcy for a few more weeks.
1st Quarter, 2015
Something Borrowed, Something Blue, Make Sure to Budget Too!
As many of our clients or their children contemplate marriage, we have noticed an alarming trend: too many couples overlook the importance of discussing financial issues before they wed.
4th Quarter, 2014
A Low-Tech Holiday
Looking for sure-fire ways to beat the holiday blues? Try taking a step back in time. Shut down your cell phone, laptop, and “smart watch.” Ignore your emails, texts, Facebook, Twitter, and enjoy some of these old-time holiday favorites…
3rd Quarter, 2014
Protecting Yourself From Power-Of-Attorney Abuse
The legal document known as a power of attorney can enable as trusted family member, friend, or advisor to make decisions on your behalf, and that can safeguard your interests if you are incapacitated and want to delegate particular responsibilities. But in the wrong hands, or with inadequate guidance, a power of attorney may be ripe for abuse.
2nd Quarter, 2014
Of Course It’s Rigged…
Michael Lewis’ latest novel, Flash Boys, has reignited the discussion around high frequency trading. From office water coolers to Senate hearings, everyone wants to know if the market is efficient, transparent, and, most importantly, safe.
1st Quarter, 2014
Planning for Life’s Changes
Just like preventative medicine, a well-designed financial plan works best when it has been created before any crisis occurs. Unfortunately, not everyone has a plan in place prior to life’s unexpected turns.
4th Quarter, 2013
Being An Informed Donor: The Realities Of Charity
It’s more important than ever to make sure your charitable dollars are having maximum impact. You need to know about the organizations you support-how they’re using your money, how efficiently they’re run, and whether they’re living up to their missions. These are the new realities of charitable giving.
3rd Quarter, 2013
Remarrying Later In Life? 7 Key Financial Issues
Special First Anniversary Newsletter Insert! Jason Zweig’s Wall Street Journal article The Intelligent Investor: Saving Investors from Themselves (6/28/2013) can be found here: http://blogs.wsj.com/moneybeat/2013/06/28/the-intelligent-investor-saving-investors-from-themselves/
2nd Quarter, 2013
Investors Flee Stocks At Precisely The Wrong Time
The percentage of American households owning stock mutual funds dropped by 46.4% in 2011. In fact, it has fallen every year since 2008, according to Investment Company Institute…
1st Quarter, 2013
7 Major Tax Changes In The Fiscal Cliff Law
From the edge of the “fiscal cliff,” Congress took a step back and approved the American Taxpayer Relief Act (ATRA), a hodgepodge of tax extensions and modifications. But the agreement postponed decisions on spending cuts and failed to continue a 2% “payroll tax holiday” for employees. Moreover, upper-income…
4th Quarter, 2012
The Barely-Believed Bull Market
The age old adage tells us stocks historically climb a wall of worry, and, with the Standard & Poor’s 500 Index racking up a 16% total return in the first 9.5 months of the year, the cliche would seem to apply. To be sure, there is no shortage of bad news. We’ve experienced the slowest…
3rd Quarter, 2012
Best Of Times Often Have Followed Worst Of Times
These have been tough times for strategic long term investors. While it may seem logical to stay the course through the market’s inevitable ups and downs—taking advantage of stocks’ tendency to deliver strong returns over very long periods—that logic was little comfort during the bear…