Posts Categorized: Weekly Insight

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 2)

This week we continue our list of most frequently asked retirement planning questions. Check out FAQs Regarding Retirement Planning (Part 1) if you missed it last week. How should I change my investments when I am getting close to retirement? The idea that you need to invest more conservatively once…

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 1)

A couple of years ago, we wrote an article called The Best Is Yet to Come, which explained why retirees are happier and more content than younger folks. One factor fueling retiree happiness is financial security. To that end, we help people plan for retirement so they will not have…

| Weekly Insight

Weekly Insight: What Is an IPO & What Is Snapchat?

The parent company of Snapchat “went public” last week. What does that mean? It means that anyone can now buy shares and become a part owner of the company. An Initial Public Offering (IPO) accomplishes a few things: Provides additional funds for a company to expand (capital) Gives early investors…

| Weekly Insight

Weekly Insight: FAQs on the Mortgage Interest Deduction

I was listening to a recent interview of six different economists on NPR. The topic was which tax and spending policies were good or bad for America. Two things shocked me: That six economists could agree on anything, and..   The one thing they agreed on was that the home…

| Weekly Insight

Weekly Insight: How Much Debt Is Too Much

One of the big personal finance stories of the past week is that American households once again have approximately as much debt as they did before the financial crisis. However, when you read past the headlines, you can see that personal balance sheets are much stronger than they were (on…

| Weekly Insight

Weekly Insight: Latest Research on Reverse Mortgages

It has been over 2 ½ years since I wrote this article on Reverse Mortgages. Recently, I am getting lots of questions about reverse mortgages, even from clients with significant investment portfolios. In other words, the RM is not necessarily a tool of last resort. The first thing to understand…

| Weekly Insight

Weekly Insight: The Fiduciary Standard

This week we wanted to explain the biggest regulatory change to the financial advice industry in over 40 years. There has been a lot of noise in the media about the new rules, which are known as the “Fiduciary Standard.” The new regulations were issued by the Department of Labor…

| Weekly Insight

Weekly Insight: FAQs regarding IRA Contributions

It must be January because instead of holiday cards, my mailbox is full of tax documents (and the usual array of bills). So, I figured this would be a good time to cover a tax topic in our weekly column. Everyone wants to minimize his or her taxes, and one…

| Weekly Insight

Weekly Insight: 4th Quarter Commentary & 2017 Outlook

I hope everyone’s year is off to a great start. 2017 marks our 15th year in business, and I am truly more optimistic about our style of investing and the opportunities for our clients than I’ve been in over a decade. We made some very positive strategic shifts in our…

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