16 Financial Resolutions for 2016

As we start this new year, it’s time to think about how to make 2016 a success for you and your loved ones. Though there’s little consensus about their origins, we know that Americans have been making New Year’s resolutions since at least the 1770s. In 2015, 31% of Americans made financial resolutions. Here are 16 financial resolutions to help make 2016 healthy, happy, and successful: 1. Create emergency savings Life is full of unexpected […] Read more »

How will Paris attacks affect your portfolios?

A series of coordinated terrorist attacks shook Paris on Friday. Our thoughts and prayers are with the victims and their families in this difficult time. Coming on top of attacks in Beirut on Thursday and the possible bomb-related downing of a Russian charter flight in October, the attacks have highlighted the global threat posed by ongoing violence in the middle east. American officials were quick to announce that no “credible threat” exists against U.S. targets, for […] Read more »

8 Timeless Principles of Investing

Market movements, business decisions, economic events, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on optimizing what’s in your control. In our latest Investment Brochure, we discuss 8 timeless principles of investing to serve as reminder to stay calm during volatile times (the up’s and the down’s in the stock markets). As always, please reach out to us, if we […] Read more »

401(k) Action Steps to take now

401(K) ACTION STEPS TO TAKE NOW IN ORDER TO TAKE CHARGE OF YOUR FINANCIAL LIFE Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. Download our Whitepaper on everything you need to know about IRA Rollover’s: Whitepaper IRA Rollover Read more »

Why Market Timing does not work

Few words characterize today’s financial markets like uncertainty. When overseas economic issues can rob investors of months of gains and speeches by Federal Reserve officials cause markets to flip-flop unpredictably, investors are left wondering what they should do. In an attempt to make major market movements work for their portfolios rather than against, some investors attempt to time the market. Market timing is the strategy of trying to predict future market movements to time buying […] Read more »

4 Things you shouldn’t do right now

U.S. stocks ended a defensive week in the red as investor sentiment deteriorated in the face of fresh worries out of China. For the week, the S&P 500 fell 5.77%, the Dow lost 5.82%, and the NASDAQ slid 6.78%. When markets take a dive, it’s natural to worry about what’s happening and where markets will go next. However, part of being a stock investor is taking market swings in stride. Now is the time to […] Read more »

5 Tips to take emotions out of your investment strategy

This week, US markets suffered their worst weekly performance of 2015, leaving the S&P 500 Index in negative territory for the year after being up nearly 6% during its mid-July peak. So, as an investor, what, if anything, should you do about it? Research shows that emotional selling, cashing out of investments because things are scary, is too common. This is problematic because investor behavior and poor decision-making can adversely affect returns. A study released […] Read more »

Fed Upbeat about Economic Recovery

Despite flirting with new records, markets weren’t able to hold on to gains last week and closed mixed after comments about interest rates were made by Federal Reserve Chair Janet Yellen. For the week, the S&P 500 gained 0.16%, the Dow lost 0.22%, and the NASDAQ gained 0.81%. Yellen gave a speech Friday that underlined her determination to raise interest rates this year as long as the economic recovery continues. Though she didn’t really say […] Read more »

Thanksgiving 2014

On this Thanksgiving Day, we have much to be thankful for. We are deeply grateful for the wonderful relationships with our loyal clients over the years and we thank our newest clients for the confidence and trust they place in us. We are honored to be on your team and thank you for the opportunity to serve you. We also appreciate the professional relationships and the trust our partners place in us to assist with […] Read more »