The recent Nationwide Retirement Institute® Consumer Social Security PR Study conducted by Harris Poll queried 1,315 U.S. adults aged 50 and over who collect or plan to collect Social Security…
>> Read More
At the beginning of this year, I was at dinner with my wife. Sitting at the table next to us, was a young financial advisor, who was probably in his…
>> Read More
In 2009, I shared 2 words on Facebook that I felt would shape the future of our social and economic discussions: Socialism & Nationalism. Not trying to be a smarta**,…
>> Read More
The latest in the Marvel movie portfolio – Avengers: Endgame has blown away every theatre attendance record. The film has earned $1.48 billion on a global level (as of this…
>> Read More
There is a “crisis” brewing in America which will affect more Americans than the subprime crisis in 2008. What is it? It’s the pension and retirement crisis. According to a…
>> Read More
A misrepresentation gnawed at screenwriter John Fusco. Influenced by a fascination with outlaws and gangsters ignited by the 1967 iconic film “Bonnie & Clyde,” Fusco has written and directed several…
>> Read More
“I think I’ll take a moment celebrate my ageEnd of an era and the turning of a pageNow it’s time to focus in on where I go from hereLord have…
>> Read More
Financial literacy is a grassroots effort that begins at home. Or in the car. Or in the bathroom. With money such a big part of our lives, opportunities to build…
>> Read More
So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you lost? How many hours of sleep do you get a night? Welcome to client/advisor conversations…
>> Read More
With the current economic expansion already extremely long, even by historical standards, there is a rising risk that record low unemployment most likely won’t stay that way forever. Could your…
>> Read More
Abhorrent income inequality along with issues related to social safety nets like Social Security are political hot potatoes. They should be considered human issues. I’m certain that most readers regardless…
>> Read More
Saving for retirement isn’t perfect nor as easy as most financial pundits make it appear. Certainly, people with steeled fiscal resolve exist; those not diverted by a major financial life…
>> Read More
In this 4-part RIA series, I urge investors to develop their “Gut Box,” and not remain blindfolded to the stories that are churned out by Wall Street and regurgitated by…
>> Read More
“Some people boast of selling at the top of the market and buying at the bottom – I don’t believe this can be done.” – Bernard Baruch. In Part 1, I…
>> Read More
Maybe you don’t like a lot of fuss as an investor, and you want to buy-and-hold a simple portfolio for the long term. That’s fine, but you do have to…
>> Read More
In a popular Netflix movie, Sandra Bullock and two children seek to escape an ominous force that motivates observers to commit suicide. Victims stare into nothing, hear voices of deceased…
>> Read More
We do a lot of financial planning with fancy software for clients at RIA Advisors. We think a financial plan is the basis for someone having a successful financial life….
>> Read More
Baseball Hall of Famer and sage, Yogi Berra, once said, “It’s tough to make predictions, especially about the future.” But, as Morningstar’s Christine Benz notes, plugging in a return forecast…
>> Read More
As we are now in to day 26 of the government shutdown, the 800,000 federal employees and contractors being used as political pawns go without their first paycheck. This whole…
>> Read More
Business Insider is prolific with the number of reading lists they produce every year. What books grace Jamie Dimon’s nightstand? Which titles motivate Warren Buffett? Granted, there are respectable fiction…
>> Read More
