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Blog Archives

Category: Financial Planning

Strategies to Navigate A Challenging Market and Economic Environment

July 27th, 2022|

The year’s unusual economic and investment uncertainties have not been witnessed in decades. High inflation, raising interest rates, and declining prices in both the equity and fixed income markets have been painful for investors, consumers, and businesses. My last blog (titled "Is The Economy in Recession?") discussed these difficult [...]

Financial Strategies To Consider Before You Stop Working

August 25th, 2021|

When it comes to planning for retirement, savers often try to allocate as much money as possible in employer-sponsored retirement plans and IRAs. And why not?! The tax deferral features of these accounts may provide years of attractive growth without paying Uncle Sam any taxes until the time you [...]

When is a “Too Good to be True” Financial Strategy Truly Good?

June 22nd, 2021|

Every Now and Then, “Too Good To Be True” Should Not Get a Bad Rap! In my role as a wealth manager, financial firms regularly approach me to discuss planning strategies or investments that they promote as innovative and unique. Most of the time, I find that they are [...]

When Is a Terrific Investment Not So Terrific?

May 24th, 2021|

Maybe you are a professional who has worked for one or just a handful of companies over a long and successful career. During that time, you have been a diligent saver and investor and now find yourself with what some people would view as a “first world” problem. While [...]

Retirement Confidence: Americans Moving Toward Better Outcomes?

May 5th, 2021|

Spring has sprung in most parts of the country and with it has come not only the return of nice weather but hopes of the resumption of normality in our lives. One surprising aspect of these times has been how well the household finances of many American households have [...]

Are Value Stocks Poised for a Comeback?

April 24th, 2021|

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery.1 No one can predict the market, of course. And past [...]

What Does Your Normal Look Like in a Post Covid-19 World?

April 1st, 2021|

It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s difficult to remember what normal looks like at this point. If [...]

Could Inflation Deflate Your Mid Life Career Pivot?

March 25th, 2021|

The Possibility of Higher Inflation Rates What’s up with inflation? Over the past several weeks, you have probably noticed widespread news coverage about the risks of rising prices in 2021 and ultimately higher inflation rates potentially for years ahead. The recent publicity about higher prices has been as sudden [...]

Are Rising Healthcare Costs During Mid-Life Transition an Unsolvable Riddle?

March 5th, 2021|

When we think of healthcare these days, our thoughts are most likely focused on the well-being of our family and close friends during these uncertain times of Covid-19. Even as the rollout of remarkable Pfizer and Moderna vaccines accelerates and the rate of new coronavirus cases declines, many people [...]

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