Low investment returns may be the new norm

10 August, 2017

Filed Under: Financial Planning

I recently attended an investment conference in New York, a city that’s always fun to visit… especially when work can be combined with pleasure.... Read More

Why doctors run out of money

3 August, 2017

Filed Under: Financial Planning

I was meeting with a physician client a few weeks ago, and he was puzzled why so many of his confreres have money problems.... Read More

Whose side are financial regulators on… and what’s up with the banks?

20 July, 2017

Filed Under: Investment Services

I would preface this column by stating that I do not understand how any investment advisor, let alone the industry regulator – the very body whose role it is to protect the investing public – can refuse to embrace the client best interest standard.... Read More

Family Business Planning Strategies

6 July, 2017

Filed Under: Financial Planning

If you are an owner in a family enterprise, the chances of your business successfully transitioning to future generations are not very good. This fact has not changed over the years.... Read More

Life insurance – a valuable financial planning tool

22 June, 2017

Filed Under: Financial Planning

The hardest part about buying life insurance is trying to find good – and objective – advice on whether it makes sense in your planning, how to best use it, how much is enough, and what type to buy.... Read More

Removing emotion from investing

8 June, 2017

Volatile markets can be stressful to some, but the wise and unemotional investor knows that he or she can still make money, or reduce losses, by using a very easy and time-tested investment strategy.... Read More

Smart financial decisions in a stressful market

25 May, 2017

Making smart financial decisions is a crucial part of retirement planning. But nonfinancial qualities such as courage also play an important role.... Read More

5 Myths of Retirees

11 May, 2017

Some myths become legend, and once they reach that level of status, it’s tough to shake them from their perch. The world of retirement planning is no different. These are five myths that still exist in retiree retirement planning:... Read More

Investing 101… don’t do this

27 April, 2017

You don’t need to be a rocket scientist to make money in the stock market. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. Subject to experience, everyone’s on an equal footing.... Read More

Avoiding regrets as you approach retirement

13 April, 2017

Wouldn’t it be nice if you could go back in time and change some things? Well unless you have a hot tub time machine, that ain’t gonna happen – but you can plan to prevent future regrets. Here are some regrets of pre-retirees and retirees…... Read More

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