Protecting Yourself Financially During a Divorce

When a marriage ends in divorce the finances of the former spouses will often take a hit.

Making mistakes during the breakup can make the financial penalty for divorcing even worse.  Here are eight common mistakes to avoid when married couples part ways:

Politics and Your Portfolio

At a time when political issues are front and center, what is the best way to approach investing? Should you make changes to your portfolio to minimize political risk?

Celebrating 25 Years of Service to Our Clients

At the tail end of what had been a relatively quiet quarter, global stock markets suffered a sharp two-day sell-off following the surprise vote on June 23rd by the United Kingdom to exit the European Union.  Despite the dire predictions made immediately after the vote, the decline was

Saving for College: Account Ownership

There are two main ways that today’s families save for college costs: one is the 529 savings plan, and the other is through a custodial account, typically an UTMA account (Uniform Transfer to Minors Account.) In the past, clients may have used Uniform Gift to Minors Accounts (UGMAs) but most cust

Stock Market Volatility: Finding Opportunity Amidst the Noise

Following a strong finish to 2015, financial markets took investors on a harrowing ride during the first quarter of 2016.  After losing 11% of its value in the first six weeks of the year (through February 11th), the S&P 500 Index reversed course and finished the quarter in positiv

Two Important Social Security Strategies Disappearing

Two ways to optimize Social Security benefits, known as “file and suspend” and “restricted application,” were eliminated for most pre-retire

The Fed’s Interest Rate Increase: Impact and Implications

Eight Ways to Survive a Divorce

Divorce can do much more than officially shred a marriage certificate.

Buying a House Just Got Easier

Wading through paperwork when buying a house has just gotten easier.

Human Behavior and Investing: How Our Wiring Could Sabotage Us

Equity markets logged their worst quarterly performance in four years for the period ending September 30, 2015.