Posted on March 25, 2015
During our wealth-planning process, it is important to understand each client’s financial goals during retirement so that we can develop a personalized plan designed to meet his or her long-term goals and objectives, both financial and non-financial.
Posted on March 19, 2015
President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your …
Posted on March 4, 2015
Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees …
Posted on February 11, 2015
A strong U.S. economy helped propel the stock market higher in 2014, continuing the bull run. As a result, many Wall Street strategists remain, not surprisingly, bullish on the U.S. stock market—and they expect the advance to continue.
Posted on February 5, 2015
The Federal Reserve has kept interest rates near zero for more than six years. With the economy finally showing signs of recovery, is it now time to think about raising rates a bit?
Posted on January 29, 2015
It has been nearly nine years since the Federal Reserve last raised interest rates, and many investors are uncertain about how inevitable hikes will impact the market. Certainly, accommodative monetary policies have contributed to the current bull market. Businesses have taken advantage of …
