Are Your Beliefs Blocking Your Financial Success?

July 20, 2017 | posted in: Blog, Financial Insights | by

Our biases and emotions can block investment success, but financial advisors can help.
By uncovering the behavioral biases that might affect our financial decisions, we may have a better chance of meeting long-term goals. Read more about six common barriers to investment success, from Franklin Templeton, here.

What You Need to Know About Retirement, At Every Age

July 12, 2017 | posted in: Blog, Financial Insights | by

Are you dreaming of retiring, someday, with your desired lifestyle? There are crucial steps for every age to help you make those dreams come true! Click here to read more from NBC News’ Kelsey Butler.

6 ways to fraud-proof your retirement savings

July 3, 2017 | posted in: Blog, Financial Insights | by

You’ve worked hard for your retirement savings – don’t be defrauded out of them!
According to Steve Vernon, “Fraudsters target people of all ages, but older adults with retirement savings are particularly lucrative targets. And the consequences of fraud and exploitation can have a devastating impact on older adults who depend on their retirement savings after they leave the workforce.”  Read more about the issue, and the solutions, to safeguard your savings.

Congratulations on Your Retirement…Now, Don’t Go Broke!

May 11, 2017 | posted in: Blog, Financial Insights | by

Being newly retired is definitely a reason to celebrate — and spend — some of the hard-earned money you’ve saved over the years.
Yet with Americans living longer, experts say you need to plan for a retirement that could last 30 years or more. Add in ever-rising medical costs, mostly stagnant Social Security checks and all of a sudden that pile of cash doesn’t look so big. Authors Katie Young and Sharon Epperson lay out some rookie mistakes to avoid so that you don’t run out of money iin retirement. Click here to read the full article and view the video from CNBC.

The NBA, The Markets…And Plenty of PB&J!

April 27, 2017 | posted in: Blog, Financial Insights | by

As I began to write this blog post on the outlook for financial markets, I received a fun article from ESPN highlighting a surprising NBA-wide team tradition of featuring a variety of yummy peanut butter and jelly sandwiches for their player pre-game and post-game buffets. Who knew? There is actually a competition between teams regarding the creativity and quality of their PB&J offerings. For example, the world champion Cleveland Cavaliers’ scrumptious pre-tip-off PB&J line-up boasts artisanal breads, homemade grape and raspberry jellies, peanut and almond butter, Nutella and bananas.   Read More  »

Super Bowl 51: Rooting for Shorter Skirts & Fatter Ties

February 3, 2017 | posted in: Blog, Financial Insights | by

Miniskirts and the markets Truth be told, I am not really very excited about watching the Super Bowl game between the Falcons and the Patriots. My guess is that many of you out there feel the same way, that is, unless you grew up in Boston or Atlanta. And it’s not because I’m not a football fan, as I do appreciate the sport. It’s just that the match-up of the titans of the Northeast against the upstarts from the deep South doesn’t exactly get me fired up. But, of course, I will watch, and at the end of a very long couch potato session on Sunday, spent eating too many snacks and watching some football among too many commercials with big guys drinking beer and cooing over huge trucks, I hope, for all our sakes, that the Falcons win.   Read More  »