| Weekly Insight

Weekly Insight: Financial Literacy of Retirees

It goes without saying that retirees and pre-retirees need a basic level of financial literacy. Retirees who manage their own money need substantially more financial knowledge than those who are working with a competent and trustworthy financial advisor. Nevertheless, it is easy to overestimate people’s knowledge of financial matters. That…

| Weekly Insight

Weekly Insight: ROTH vs. Traditional IRA

I must be living in a bubble. I thought everyone had a least one IRA or qualified retirement account. Most people I meet have more than one, yet it turns out that only 53% of households with people age 55 and older have a retirement account such as a 401(k)…

| Weekly Insight

Weekly Insight: Amazon vs. Walmart

The biggest news of the past week was Amazon’s announcement that it is buying Whole Foods. What’s the big deal? This is just a run of the mill merger in dollar terms at $13.7 billion. In fact, it ranks as only the fourth largest merger in the history of the…

| Weekly Insight

Weekly Insight: Retiring Abroad

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation…permanently? Retiring abroad…

| Weekly Insight

Weekly Insight: Robots in Retirement Homes

Last week, I asked a friend who lives in Silicon Valley and works at Google: “What is the hottest area in technology right now?” Without hesitation he said, “Machine learning/robots.” Many people have mixed feelings about robots. The common concern is that robots are going to take jobs from traditional…

| Weekly Insight

Weekly Insight: Early Retirement

Some people never want to retire. In fact, some research shows that the happiest seniors are those who continue to work, at least part-time, as long as they can. Nevertheless, others cannot wait to retire and are focused on achieving financial independence as soon as possible. Few things give you…

| In the Media

CNBC: Amazon going to $1K

Discussing the current state of the markets with Robert Luna, Surevest Wealth Management; Paul Dietrich, Fairfax Global Markets; Stephen Guilfoyle, TheStreet.com; and CNBC’s Rick Santelli.

| Weekly Insight

Weekly Insight: How Long Can This Bull Market Last?

People have been asking me for the last year: “How long can this bull market last?” The answer is: a while longer. Usually, investors ask this question because they are trying to time the market. Bad idea. The real question they are asking is: “Should I get out of the…

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