Insights2017-01-25T03:46:36+00:00

INSIGHTS

Savings Rates Decline

You don’t hear much about America’s personal savings rate these days, and the reason may be because the news is discouraging: collectively, the percentage of our income that we save is trending downward again, and [...]

November 16th, 2017|

Aging Without Support

Probably the most forgotten minority in America is the “elder orphans”—aging retirees who no longer have a spouse (if they ever had one), no kids and no caregiver. According to The Gerontologist magazine, about one-third [...]

August 15th, 2017|

New Fiduciary Rule

Who’s On Your Side? Friday, June 9 quietly marked/will mark an historic day in the financial services world. On that date, all financial advisors will be required to forego any sales agenda and give advice [...]

June 13th, 2017|

Brexit Is Beginning

If you have a good long memory, you may recall that last Summer, the U.K. panicked the investment markets by voting, in a nation-wide referendum, to exit the European Union. There were, of course, dire [...]

April 3rd, 2017|

Rate Hike

The U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months.  So what should you do with your investment portfolio in light [...]

March 20th, 2017|

Retirement Contribution Limits Unchanged

In case you missed it, the contribution limits to your 401(k) plan, IRA and Roth IRA—set by the government each year based on the inflation rate—will not go up in 2017.  Just like this year, [...]

January 15th, 2017|