Let’s Talk IRAs

Of all our clients, there are only a few who do not have at least one IRA account. Of the many that do, few of the IRAs are the same.…

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Is It Time To Buy Bonds?

In the past few weeks I’ve had a handful of clients ask me whether it was a good time to buy bonds. With the stock market hitting new records over…

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Déjà Vu, All Over Again

With Thanksgiving just a few days away, we know Christmas and New Year’s can’t be far behind. Few of us can’t wait to put this year behind us. Nothing seems…

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A Record-Setting Week

It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which…

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Expect The Unexpected

When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been…

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Seven Common 401(k) Mistakes

This Sunday on the radio show, I spend some time reviewing common 401(k) mistakes being made by folks still in the workforce. I thought I’d lay them out here as…

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