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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...

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...

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...

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...

Private Equity Returns vs Higher Interest Rates

07/24/2024

Many investors have questions regarding the potential for private equity to keep delivering outsized...

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...

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...

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...

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...

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...

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...

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...

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...

College vs Retirement

11/27/2018

One of the most challenging decisions that parents have to make is the allocation of their savings dollars...

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,...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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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