- 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
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Jan 21, 19:35 pm
Bitcoin and cryptocurrencies are just the Beanie Babies of the moment
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Jan 13, 14:42 pm
Comprehensive Planning for the Female Financial Perspective
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Jan 03, 15:52 pm
Here's how the tax reform plan could affect you
- 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.
- Matthew Edward
She Says she Knows What Women Want
Financial guru Suze Orman believes women bring a different mindset to the fiscal table. She argues that there's a sharp difference in how men and women invest for the future.
It’s hard to decide on a single reason that we need more genuinely-committed elder care specialists in the financial planning industry. Is it simply based in numbers, because over 13% of the
- Amy Armstrong
Finance Can Change Lives, One Neighbourhood at a Time
Financial literacy can mean the difference between working from paycheck to paycheck, and building real, lasting wealth. But schools, community organizations, and even parents often fall
Eighty percent of retired NFL players go broke in their first three years out of the league, according to Sports Illustrated. Mario Henry was one of them.
- Rich M. Groff II
Behind On Retirement Financial Goals?
3 Ways To Avoid Discouragement. If you’ve taken a look at the balance in your retirement savings lately and you’re feeling discouraged, you may not be alone.
- Leo LaGrotte
Refinancing Your Home as A Senior: Reverse Mortgages
Keeping up with residential maintenance can get difficult for seniors for all kinds of reasons, from physical to financial. As an advisor, you know the state of your client’s finances and are well
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