Converting to a Roth IRA: When Does it Make Sense and What are the Benefits?
When does it make sense to convert a Traditional IRA to a Roth IRA? Most of us are familiar with ...
An Unconventional College Savings Account
If you are looking to set money aside for your child or grandchild’s education you are likely considering a 529 ...
Strategies for Use of Health Savings Accounts
Health Savings Accounts (HSAs) are an increasingly popular way to pay for healthcare expenses, especially as employers continue to look ...
The Cryptocurrency Question
A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...
Common Investing Mistakes to Avoid
When the markets experience such a positive year, as they did in 2017, investors rejoice in their smart asset allocation ...
Reaching Your Long-Term Investment Goals: Get Started with a Roadmap
You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...
Pearls of Wisdom: A Retrospective on 30 Years of Professional Investing
On July 1, 1987, I started work as an investment advisor. Frankly, I wasn’t too happy about it, having planned ...
Saving & Investing When You’re Just Starting Out
Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you actually get to start the ...
The Many Uses of Margin Loans
Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...
What Should I Do With My Old 401(k)?
It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...
Our Habits Matter
My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...
