Time To Go To Cash?

It’s early Wednesday morning as I get ready to fly back to Philly.  With the Fed set to make an announcement later today, this column may be old news by…

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Robots, Uber and Airbnb

Over the past few weeks I’ve read several eye-opening articles and columns about the future of businesses and jobs.  For example, will taxis become a thing of the past?  It’s…

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Sell in May and Go Away???

It’s finally starting to feel like spring and, according to my crystal ball, it will hit 80 degrees on Monday.  At least that’s what accuweather.com is showing me as I…

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A Reminder On IRA Rollovers

I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days…

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To Buy Or Not To Buy?

Since the beginning of the year, at least a dozen clients have asked me whether it’s the right time to buy gold or buy into the energy sector.  Both are…

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To Roth Or Not To Roth

It seems that hardly a day goes by that a client doesn’t ask whether a Roth conversion makes sense.  I always have the same answer…it depends. It’s a tricky calculation…

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