Investing

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Roth IRA

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 ...

college savings

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 ...

health savings accounts

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 ...

cryptocurrency

The Cryptocurrency Question

A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...

donor advised funds investing

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 ...

investment goals

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 ...

end life planning

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 ...

margin

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 ...

donor advised funds investing

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 ...

behavioral finance

Our Habits Matter

My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...