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A "Golden" Rule: Everything in Moderation

Published: August 4, 2016 2:47:21 pm 2814 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...

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

Published: July 19, 2016 1:21:55 pm 2490 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 overloo...

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Why Use An Advisor At All?

Published: June 29, 2016 1:16:46 pm 2774 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?Well, a certain firm set out to quantify the potential value added by working with a skille...

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The 'Brexit' Leave Vote

Published: June 24, 2016 2:46:01 pm 2469 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, g...

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Is Your New York State Pension Enough to Retire?

Published: June 24, 2016 9:44:14 am 3388 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? With no cost of living adjustments for social security, a low interest rate environment, and a 1% cost of living adj...

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The $280 Million Dollar Question

Published: June 13, 2016 1:12:03 pm 2740 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. It is not that simple to live on Easy Street. The truth of the matter is if yo...

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Looking Up

Published: June 9, 2016 10:47:44 am 2434 Views

"Have patience. Everything is difficult before it is easy." - SaadiThe rollercoaster has been a bit easier lately. The S&P and the Dow are up about 2% through the end of May, while volatility has declined. The reward for being patient when, in February, both indexes were down almost 15%, is...

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Swing for Singles

Published: June 6, 2016 11:02:29 am 2571 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. Focus...

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What Changed with Your Cable?

Published: May 26, 2016 1:39:58 pm 2330 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 serv...

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Prince's Fortune- What NOT To Do

Published: May 12, 2016 1:35:06 pm 2473 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.He did not hav...

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