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A "Golden" Rule: Everything in Moderation

Published: August 4, 2016 2:47:21 pm 964 Views

While the market has recovered nicely from a bumpy first quarter many people still have feelings of uncertainty. The uncertainty I hear the most about comes from the June BREXIT and the potential outcomes of the upcoming November election. While the BREXIT was simply an event that should not have a meaningful long term effect on financial strategies and the election outcome's impact on markets is like a crap shoot, naturally uncertainty can cause people to seek "stable" and "reliable" investment...

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Tax Free Savings While You Work: Roth 401(k)

Published: July 19, 2016 1:21:55 pm 838 Views

Many of you are probably familiar with a 401(k) - or employer sponsored retirement plan. Every year during benefits enrollment you decide what percentage of each paycheck will go into your retirement plan. But you may not be aware of a benefit option with your 401(k) plan that is quite often overlooked: the Roth 401(k).

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Why Use An Advisor At All?

Published: June 29, 2016 1:16:46 pm 995 Views

In a world where you can get trade execution for $7.99 or buy an index fund virtually for free, why should investors seek out the aid of a financial advisor and pay the additional fees that go along with that?

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The 'Brexit' Leave Vote

Published: June 24, 2016 2:46:01 pm 913 Views

Unless you have been living under a rock, you've likely heard that Britain has voted to leave the European Union. The 'Leave' vote came as a surprise to the markets, as evidenced by the lack of a sell-off in the last few weeks, capped off with a strong rally into yesterday's close. Unsurprisingly, global financial markets, and especially European markets are experiencing extremely high levels of volatility today.

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Is Your New York State Pension Enough to Retire?

Published: June 24, 2016 9:44:14 am 1087 Views

After spending your whole life working hard, earning money, and being responsible, all of a sudden the wealth you've accumulated needs to produce income. But will it be enough?

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The $280 Million Dollar Question

Published: June 13, 2016 1:12:03 pm 868 Views

Picture this: You've just won the New York State Mega millions jackpot!!! You start daydreaming about all the wonderful things you'll buy and all the vacations you'll take. Money will no longer be a worry.

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Looking Up

Published: June 9, 2016 10:47:44 am 833 Views

"Have patience. Everything is difficult before it is easy." - Saadi

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Swing for Singles

Published: June 6, 2016 11:02:29 am 910 Views

"Don't worry about home runs, swing for singles." To this day I can hear my dad repeating that line to me as I was learning to play baseball. In other words, don't try to do too much, just be consistent. Excellent advice - and probably why this article recently caught my eye. Focusing on hitting singles is a great investment strategy - one that brings with it potential for strong returns over time.

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What Changed with Your Cable?

Published: May 26, 2016 1:39:58 pm 798 Views

After Comcast's, the nation's largest cable operator, failed 2015 bid to purchase Time Warner Cable (TWC), Charter Communications has successfully acquired TWC. The $56 billion purchase was accompanied by a $10 billion purchase of Bright House Networks which will provide TV, internet, and phone services to over 23 million customers in 41 states.

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Prince's Fortune- What NOT To Do

Published: May 12, 2016 1:35:06 pm 838 Views

Last month a major pop icon left this world. He not only left a legacy and inspiring music behind- he left his fortune to the tune of $300+ million dollars. Some may assume that whomever Prince left his fortune to is quite the lucky person; in reality Prince left his fortune to no one.

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