- Kathy Longo, CFP®, CAP®, CDFA
For Women and Their Finances, A Man Is Not A Plan
In generations past, many women thought they didn’t need a financial plan. They relied on their husbands to handle that responsibility.
- Steven Selengut RIA
What Your Father Never Told You About Income Investing:
One of the biggest mistakes investors make is to ignore the "income purpose" portion of their investment portfolios... many don't even realize that there should be such a thing.
- David Gargaro
Choosing The Right Financial Advisor For You
It’s time for a change in the financial services industry. Most marketing materials of investment products focus solely on their positive aspects.
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Dec 03, 09:41 am
For Women and Their Finances, A Man Is Not A Plan
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Nov 29, 10:53 am
What Your Father Never Told You About Income Investing:
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Nov 15, 10:27 am
Choosing The Right Financial Advisor For You
- Matthew D. Edward
Staying Ahead of The Market
Young investors often find themselves drawn to low cost lackluster index funds that track the market, often leading them to fail in ever getting ahead of it.
- Jude Scinta
The fee-only fiduciary relationship
Building trust through transparent financial planning. Even though proposed legislation introduced by the Obama administration that would require that all financial professionals operate as
- Steven Selengut
Stock & Bond Market Corrections Are Beautiful Things ... If
Over the past 40 years, there have been several major market corrections, and a significant number of (smaller) "opportunity" providers.
The number of Americans with a net worth between $1 million and $5 million grew 6 percent last year, the most growth in a decade. Nearly 10 million people are in this segment, compared to
The field of behavioral finance, which applies psychological principals to how people behave with their money, is growing.
- Steven Selengut
The Current Hysteria/Opportunity in The Bond Market
The specter of higher interest rates (in a booming economy and tight job market) has finally produced what Wall Street loves to refer to as a crisis in the Bond Market.
An unexpected retirement doesn’t necessarily have to be an unplanned retirement. If you’re facing retirement earlier than you had anticipated, you’re virtually a part of the majority.
- Jane Meggitt
Working With The Real Millionaires Next Door
“The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas J. Stanley and William D. Danko was published in 1996, and its influence still resonates today.
- Jane Meggitt
True Wealth Lies in the Things Money Can't Buy
Wealth means more than your bank balance or stock portfolio. True wealth comes from chasing financial dreams—and catching them.
- Joss Murray
Elements to wise wealth planning
As life spans increase, retirement planning becomes increasingly complex. Long-term care concerns, saving enough to retire for almost as long as a retiree worked, and optimizing Social
No one would deny that 2017 was a banner year for the markets...at year end, all the equity indices were close to their all time highs. Even the WSMSI (Working Capital Model Select Income
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