• Downturn for What?

    On Tuesday morning, Wall Street traders woke up to something they haven’t experienced much of lately: actual market volatility.

  • Eerily Quiet on the Market Front

    While the U.S. stock market tests new highs, and valuations keep rising farther above long-term averages, you may not have noticed something very odd about our current bull market.

  • False Visions of the Future

    The financial experts know a lot more about the markets and how the markets will perform in the future than the ordinary rest of us. Right?

  • More Than a Tax Deduction: The Real Value of a Financial Advisor

    As many are aware by now, one of the central features of the tax law that went into effect on January 1, 2018, is the repeal or limitation of a number of deductions that many taxpayers were accustomed to listing on their Schedule A forms.

  • The “January Indicator” for Stocks: Is It Real?

    If you’ve been around the stock market long enough, you’ve probably heard of the “January Indicator,” sometimes called the “January Barometer.”

  • Formula for life

    If you’re looking for a quick list of ways to improve your physical and mental health, you could do worse than follow a list compiled by Bala Afshar, author of The Pursuit of Social Business Excellence, who works as “chief digital evangelist” for the Salesforce CRM organization.

  • Tax Law Talking Points

    In a last-minute ceremony at the Oval Office on Friday, 12/22/17, President Trump signed the new tax bill into law. There are some actions that taxpayers and investors may want to take now—before the end of 2017—and some other factors that they will want to consider carefully for 2018 and beyond.

  • Why Rebalance?

    You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why. Is it for higher returns? For maintaining the agreed-upon balance of investments that is in your risk tolerance comfort zone? Does rebalancing help manage portfolio risk?

  • Making that Impression

    When you meet people, at work, in interviews, at parties, there is a lot of judging going on, and the good or bad impression you make usually isn’t based on the words you say.

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