Should You Buy a Home in 2017?
There’s a good chance that 2017 will be a year of major changes – especially with a new president in the White House. Experts are predicting that those changes may impact the housing market, especially since interest rates are already starting to rise. With so much uncertainty, many people are wondering if they should invest […]Continue reading ›
How Should We Allocate Our Investments? – Newsletter
How Should We Allocate Our Investments? (4/2016 Newsletter) One of the first questions that many prospective clients ask me is: What should we do with our investments? I usually reply with: That depends. Of course this is exactly what they don’t want to hear! Everyone wants an immediate answer to their questions, yet this is […]Continue reading ›
Moral Peace of Mind with Socially-Responsible Investing
In the wake of the Orlando shooting as well as other acts of gun violence over the past few years, I’ve been asked more and more about limiting gun manufacturers from client portfolios. For those clients who have been concerned about guns, we’ve been discussing socially-responsible investing. While socially-responsible investing has been around for some […]Continue reading ›
Power of Attorney and Your Investments—10 Tips
Power of Attorney and Your Investments—10 Tips Source: FINRA, Financial Industry Regulatory Authority It’s never too early to consider how you want your financial affairs to be managed if something happens to you. One solution is to grant a power of attorney (POA) for your investments account assets to your spouse, sibling, adult child or […]Continue reading ›