As you might have guessed, we are sharing in the early-January tradition along with so many others, by setting goals for 2017. These personal and professional objectives are meant to be the foundation for our efforts this year. In these early weeks of January though, we often overlook the reality that staying on track with our resolutions could prove to be a major challenge and might become too much to bear alone, over the course of the year. Continue Reading...
Spoiler Alert: “Over the long run, the market has provided substantial returns regardless of who controlled the executive branch. “ Continue Reading...
Does the blame fall on an account owner, when his or her account is deemed abandoned? Absolutely. Should that account owner be penalized for a mistake made thousands of times every year, across the country? Absolutely not. In this instance, the punishment does not fit the crime and the consequences are by all sense of reason, irreversible. Continue Reading...
Today, we remember a beloved social security planning strategy. File and Suspend died on November 2, 2015 after a long battle with the Bipartisan Budget Act of 2015. Throughout its lifetime, File and Suspend built an esteemed reputation as a planning strategy for couples, where one spouse chose to work past full retirement age. Continue Reading...
You don’t care about my car problems, I know that. But this month’s market turbulence is akin to my month of car trouble. As I write this, the S&P 500 is down about 7.5% since January 4th. (The first trading day of 2016) Headlines are blaming the slide on declining oil prices and slowing economic growth in China, among other triggers. Instinct says, it’s time to unload the equities in my portfolio for something more predictable. However, logic speaks to the contrary. Continue Reading...
