Market Updates
From Our Chairman
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Investing in the Stock Market is NOT Gambling
A few weeks ago, I was visiting my happy place–the Jersey shore. It was an especially good weekend because my best bud, O-man, was in town for his yearly, week-long visit home. Currently, he lives in D.C. and life is busy. So, we don’t get to see each other that often. Needless to say, we try to make up for it when we do get together.
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What the Proposed SECURE Act Means to You - 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the House has proposed. Any time there is legislation on the table that affects retirement savings, many want to know more.
READ MORE...Should I Buy that Beach Home? Or, Should I Rent?
Growing up at the Jersey shore is a thing I hold close to my heart. I loved being a local “beach dude,” especially when the summers came and the “shoobies” all flooded our little barrier island. There was something nice in knowing you lived in a place so many people went to relax and vacation. There was also a bond between locals, an unspoken brotherhood.
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Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time alarm clock, as the days of stressful deadlines are past. Retirement is a life changing event for most people, akin to the shock of starting that first job. I can remember that sobering moment in my life, too.
READ MORE...The Importance of a Financial Check-up {11 Reasons to Stay Diligent}
Financial Check ups create a forum for us to advise and effectuate change for our clients. This is at the crux of our relationship with clients.
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The 10 Big Retirement Mistakes to Avoid
“What are the biggest retirement mistakes you see people make?” A client asked me the above question a few weeks ago. It was a great question and forced me to take a minute to give him a well thought out answer. After a moment I said, “Mr. Client here are the ten biggest retirement mistakes I see individuals make.”
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