- Amy Armstrong
Closing the Gap to Protect the Assets
Four out of ten Americans age 40 and older indicate they will depend on the federal Medicaid program to meet their long-term care needs.
- Steven Selengut
Managing The Retirement Income Portfolio: The Plan
The reason people assume the risks of investing in the first place is the prospect of achieving a higher "realized" rate of return than is attainable in a risk free environment…
- Matthew D. Edward
Three Dimensional Investing
Many investors and wealth managers remain stuck in a two-dimensional asset allocation model comprised of stocks and bonds. But the real world isn’t 2D and investors need to “embrace
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Mar 13, 09:49 am
Closing the Gap to Protect the Assets
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Mar 13, 09:06 am
Managing The Retirement Income Portfolio: The Plan
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Mar 12, 15:30 pm
Three Dimensional Investing
- Alexander Joyce is CEO and president of ReJoyce Financial LLC
3 Major Ways Financial Illiteracy Is Harming Americans
America is consumed with higher education – going to college and earning a degree as the necessary means to a well-paying job.
- Amy Armstrong
4 Ways Financial Advisors Put Clients at Ease
Since 2007, the American Psychology Association (APA) has ranked “money issues” as the number one stressor for Americans. More than one-quarter of Americans reported “feeling stressed
Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.
- Vitaliy Katsenelson, CFA
Bitcoin and cryptocurrencies are just the Beanie Babies of the moment
If you invested in the markets circa 1999, it is hard to observe the Bitcoin mania and not experience the feeling that you’ve seen this movie before and know how it will end – in losses and tears.
She had just retired from a 38-year corporate career at age 55 and had taken a lump sum payout from her pension plan. She was combining it with the dollars in her 401K plan in an attempt to
With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now is the time to start thinking about how this will affect you so that you can plan ahead for the outcomes you will
- Matt Camara
Start with a Great Relationship
Good wealth managers need to be relationship-builders first and investment advisors second. That is why Armand J. Del Medico, Senior Vice President – Wealth Management for ADM Wealth
- Amy M. Armstrong
Creating Individualized Benefit Plans
Customer service includes taking the worry out of crafting customized employee benefit plans for IRS review
- Matt Camara
Beating the Robo-Advisor Any Day
Despite the proliferation of new, do-it-yourself investment tools online, the traditional financial advisor is not going anywhere anytime soon.
In offering my thoughts on 2018, I see my role in reminding investors to stress test their portfolios. Is your portfolio built of straw, sticks or brick?
- Vitaliy Katsenelson, CFA
Bitcoin – Millennials Fake Gold
I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble.
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