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Private Equity Returns vs Higher Interest Rates
07/24/2024
Many investors have questions regarding the potential for private equity to keep delivering outsized...
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S&P & Nasdaq Hit All-Time Highs (again)
07/10/2024
The S&P 500 and the Nasdaq continue to set new index highs, boosted by the promise of AI and potential...
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Should you make annual Roth IRA conversions?
07/05/2024
If you've accumulated a significant portfolio balance in your traditional IRA, you may want to consider...
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Hedging Portfolio Risk with Structured Notes
07/05/2024
Thursday, July 25th from 12 noon - 1pm: Please join us for an informal discussion on Structured Notes...
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Private Equity Returns vs Higher Interest Rates
07/24/2024
Many investors have questions regarding the potential for private equity to keep delivering outsized...
Read More
Will you run out of money in retirement?
07/11/2024
If you’re worried about running out of money in retirement, you are not alone. For individuals...
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S&P & Nasdaq Hit All-Time Highs (again)
07/10/2024
The S&P 500 and the Nasdaq continue to set new index highs, boosted by the promise of AI and potential...
Read More
Should you make annual Roth IRA conversions?
07/05/2024
If you've accumulated a significant portfolio balance in your traditional IRA, you may want to consider...
Read More
Understanding Market Volatility and the VIX Index
05/14/2024
If you regularly watch the financial news, you'll hear the market pundits discussing market volatility...
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How to convert College 529 Plans into Roth IRAs for your Beneficiaries
04/20/2024
For those families with significant wealth, supercharging your child's college 529 plan can also help...
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HSA Triple Play – The only triple-tax advantaged vehicle for long-term growth
03/06/2024
When it comes to savings and investing, the Holy Grail of tax-deferred contributions, tax-free growth...
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Long-Term Care: The service that most of us need but hardly anyone owns
05/21/2022
Whether we experience it with one of our parents or need it during our own retirements, long-term care...
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Stock Market Plunge: Have A Plan
03/19/2020
Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows! Market...
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College vs Retirement
11/27/2018
One of the most challenging decisions that parents have to make is the allocation of their savings dollars...
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Driverless Cars = More Sex in Cars
11/13/2018
According to research just published in the Annals of Tourism Research, people will now be able to "eat,...
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Women Face More Risk in Retirement
10/16/2018
Over the years, I've come across many individuals and families that have neglected to create a financial...
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Don’t Follow The Herd Into Hot ETFs!
10/08/2018
One of the major reasons that retail investor portfolios under-perform the market is because they too...
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NFL exec’s technique for assessing football players also works on stocks
09/29/2018
NFL executives are similar to Wall Street execs....Finding great investments involves tons of data mining....
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Social InSecurity
08/20/2018
According to a recent report by the Wharton School of Business at the University of Pennsylvania, the...
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Don’t Fear the Bear
07/17/2018
I've read several articles lately that are predicting an upcoming recession based on one or more of the...
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Avista Mid-Year Market Review
07/12/2018
At this time last year, the equity markets were enjoying a wave of enthusiasm spurred on by resurgent...
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Capital Markets Work!
07/03/2018
In my nearly 10 years of managing money for investors, I've come across many people who are too afraid...
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Avoid These 5 Inherited IRA Mistakes
06/26/2018
So you just inherited an IRA from your Uncle Bob...Don't give up to 50% of the IRA to Uncle Sam! Some...
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Why Life Seems Faster
06/26/2018
Does it seem like everything moves much faster today? Maybe because it really is. Check out this chart...
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Millennialls vs Baby Boomers: Who is more prepared for retirement?
06/01/2018
While the Millennials often get pummeled by the media for being slackers and snowflakes, some new data...
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Who’s Afraid of a Little Deflation?
01/31/2016
The answer: all of the world's central bankers. In a surprise move on Friday, the Bank of Japan introduced...
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Avista 2015 Global Market Review
01/05/2016
After 3 years of double digit gains, the S&P 500 (U.S. large company stocks) returned only 1.4% in 2015...
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The Power of Direct Indexing
Private Equity Returns vs Higher Interest Rates
Structured Investments 101
Will you run out of money in retirement?
S&P & Nasdaq Hit All-Time Highs (again)
Should you make annual Roth IRA conversions?
Hedging Portfolio Risk with Structured Notes
Journey into Alternative Investments
The Differences Between Mutual Funds and Exchange Traded Funds (ETFs)
How To Invest In Real Estate: A Guide For Beginners
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