Wealth Management & Investments
This afternoon, the Federal Open Market Committee (FOMC), the monetary policy making arm of the Federal Reserve, raised the overnight lending target 0.25% (25 basis points) from 2.00% to 2.25%. This was as expected, as the…
You might be surprised by the number of successful people who don’t have an updated will. I recently spoke with someone whose most recent one dated from when their now 40-year old child was in diapers.…
One of the more uncomfortable things to do is face your mortality. Talking about death, dying, and even physical and/or mental incapacity isn’t anyone’s idea of a good time. That is why many people put off…
Socially conscious investing isn’t a new concept. In fact, it has been around for a long time. Initially, it was mainly a way for faith-based groups to shy away from things like alcohol, tobacco, and even…
Millennials often get an undeserved bad rap. Older folks call them entitled and lazy, just like the prior generations call them. However, let’s face it: our young people are growing up in a hypercompetitive world, and…
According to experts, the death of a spouse is the most stressful life event one can have. Whether it is unexpected or imminent, death is always a surprise. However, putting your financial house in order afterwards…
Let me start by saying: there is NO universally accepted amount of money on which to retire. You can retire on as much or as little as you wish, as long as you are comfortable with…
Over the past week, even on Christmas Day, I have been inundated with emails detailing things people should do before the end of the year in light of the recent tax legislation. Many of the so-called…
I get a fair number of requests to address groups whenever the economy seems shaky or the markets fall apart. I am ordinarily happy to do this, and have turned down only a fistful of invites…