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Don’t Wait, Communicate (In Writing)

As an advisor, I often meet with clients who are building, or have managed to build, an adequate investment portfolio to meet their retirement and other objectives. Of course, like many people, they regularly monitor their portfolio performance and want to talk about how the ups and downs...

Trending Not Timing

Interest rates are finally moving higher.  After leaving rates unchanged from 2008 to 2015, the Fed’s Open Markets Committee (FOMC) has used its December meeting to raise short-term rates for two years in a row.   From a low range of 0% – 0.25%, the Fed funds target now...

Creative Solutions to Stretch Your Savings

We often hear clients express frustration over the low yields offered on traditional “safe” investments like money market accounts, certificates of deposit, short-term bonds and the like.  Retirees, in particular, have been experiencing the strain of low yields for the past several years and have had to look...

Retirement Got You Spooked?

In the spirit of Halloween, I recently spoke with Maryalene Lapoinse, a writer for US News and World Report, about the issues that spook retirees and how to calm their fears. When we first meet with retirees or soon to be retirees they often confide that one of...

The Digital Fiduciary

Technological advancements continue to shape and define the advisory landscape.  We are amidst a digital advice revolution as automated technology platforms – robo-advisers – attract clients and assets, delivering solutions which provide ongoing discretionary investment management and portfolio rebalancing without the aid of a human advisor.  One of...