Newsletter
Tips For Carrying A Work-Life Balance Into Retirement
by Nicholas Hamner Director of Marketing I don’t have to tell you that it’s really tough to balance your work schedule so that it doesn’t interfere with your personal life. I’ve…
Read MoreAre Bernie & The Donald Killing The Market?
As the Dow continues its roller coaster, all the prognosticators are coming out with their boogeymen. The latest? Presidential candidates. While most economists are looking for answers by trying to…
Read MoreThe Whole World’s Talking About Iran & Oil
Wow! Was last week something or what? We started with the most exciting college football game in years (our Director of Marketing, Nick, still hasn’t shut up about Alabama winning),…
Read MoreTime 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…
Read MoreIs Your Retirement Plan On Track?
Some days it’s hard to tell but overall, Americans are an optimistic people. But, when it comes to retirement security, many people have their doubts. When Kyle or I sit…
Read MoreRobots, 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…
Read MoreSell 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…
Read MoreA 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…
Read MoreTo 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…
Read MoreTo 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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