Financial Facts, From Our President, How to Invest

Stocks: A Few Reminders

Over the past few weeks, we’ve seen our first bear market in 11 years (defined as a 20% drop from...

Financial Facts, From Our President

What’s it Take to be the Top 1%?

Confession time, I have always been a sucker for statistics. Especially ones that are finance related, as it is...

refi Financial Facts, From Our President, Refinance

REFI REFI REFI!

Refi - Refininacing

Well been a crazy couple of weeks here in the equity markets to say the least,...

Financial Facts, From Our President, Retirement Planning

Dollar Cost Averaging – What is DCA?

You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is....

Financial Facts, From Our President

Your Financial Quiz {The Answers}

After an entire week of sleepless nights, I present to you the eagerly awaited answers. Who knows, maybe the...

Financial Facts, From Our President

Your Financial Quiz {Fall Edition}

Ladies and gentlemen, it’s that time a year again. Sharpen your axes and let’s see how you stack up on...

Financial Facts, From Our President, Retirement Planning

A Natural Financial Athlete

There's always that one kid. You may recall him growing up, or maybe they are a member of your child's...

Financial Facts, From Our President, Post Retirement Tips, Retirement Planning

Withdrawing from Retirement Accounts:

At least once a week, I find myself educating a client on when they have to take money from retirement...

Financial Facts, From Our President, Post Retirement Tips, Retirement Planning

Irregular Regular Expenses {A Cautionary Tale}

One of the most common questions asked of me (or my partners) is “how much money do I need to...

Investing in the Stock Market is NOT Gambling Financial Facts, From Our President, Retirement Planning

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...

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