Understanding Market Volatility and the VIX Index

If you regularly watch the financial news, you'll hear the market pundits discussing market volatility and how that is reflected in the VIX Index. What is the VIX and how can it help investors make prudent and timely decisions with the allocation of their portfolios? Please click the link below to find out. Understanding the [...]

By |2024-05-14T12:06:27-05:00May 14th, 2024|Asset Management|Comments Off on Understanding Market Volatility and the VIX Index

How to convert College 529 Plans into Roth IRAs for your Beneficiaries

  For those families with significant wealth, supercharging your child's college 529 plan can also help jumpstart their retirement savings plan. Find out how the Secure Act 2.0 can help put your child ahead of the curve by clicking the link below. College 529 Plan to Roth IRA (Avista) - April 2024       [...]

By |2024-04-26T20:19:38-05:00April 20th, 2024|Asset Management|Comments Off on How to convert College 529 Plans into Roth IRAs for your Beneficiaries

HSA Triple Play – The only triple-tax advantaged vehicle for long-term growth

When it comes to savings and investing, the Holy Grail of tax-deferred contributions, tax-free growth and tax-free distributions is hard to find. But thanks to an update to Medicare in 2003, these three benefits can be achieved. Health Savings Accounts (HSAs) offer significant investment, planning and tax advantages that all investors need to explore. Click [...]

By |2024-04-23T15:53:02-05:00March 6th, 2024|Asset Management|Comments Off on HSA Triple Play – The only triple-tax advantaged vehicle for long-term growth

Stock Market Plunge: Have A Plan

Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows!  Market volatility can lead to some serious stress on the part of new and old investors alike. The constant up and down of the market can bring fear to even the most seasoned of investors. There are periods that are [...]

By |2020-03-19T14:40:05-05:00March 19th, 2020|Asset Management, Business Solutions|Comments Off on Stock Market Plunge: Have A Plan

College vs Retirement

One of the most challenging decisions that parents have to make is the allocation of their savings dollars to various long-term priorities and goals.  When I meet with young couples, the first order of business is making sure that their is a cash savings account (with at least 6 months of living expenses) and a [...]

By |2018-11-27T11:51:42-06:00November 27th, 2018|Asset Management|Comments Off on College vs Retirement

Women Face More Risk in Retirement

Over the years, I've come across many individuals and families that have neglected to create a financial plan for many convenient reasons.  Lack of time; lack of resources or simply thinking that retirement is so far off that they won't have to worry about it until much later.  While studies have shown that both men [...]

By |2018-10-16T22:57:02-05:00October 16th, 2018|Asset Management, Insurance|Comments Off on Women Face More Risk in Retirement

Don’t Follow The Herd Into Hot ETFs!

  One of the major reasons that retail investor portfolios under-perform the market is because they too often chase performance.  Whether it's real estate, stocks, mutual funds or exchange traded funds (ETFs), retail investors just can't help themselves when it comes to purchasing securities that have had a significant run-up in value.  And it's not [...]

By |2018-10-09T06:32:20-05:00October 8th, 2018|Asset Management|Comments Off on Don’t Follow The Herd Into Hot ETFs!

Selecting Stocks and NFL Players: NFL Exec’s Technique Works For Both

Making choices between competing alternatives always involves a thorough research process which begins by collecting multiple data points and then carefully evaluating and assessing the information.  Whether it's buying a house, a car or picking stocks, the same analytical process can help consumers and investors make the right choice.  And according to Michael Lombardi, a [...]

By |2018-10-03T09:23:17-05:00October 3rd, 2018|Asset Management|Comments Off on Selecting Stocks and NFL Players: NFL Exec’s Technique Works For Both

Social InSecurity

According to a recent report by the Wharton School of Business at the University of Pennsylvania, the financial state of the Social Security program is worse than the government says it is.   This should not be a surprise, as government forecasts for future spending needs are often underestimated.  The Wharton report believes the government is [...]

By |2018-08-20T10:39:08-05:00August 20th, 2018|Asset Management|Comments Off on Social InSecurity

Don’t Fear the Bear

I've read several articles lately that are predicting an upcoming recession based on one or more of the following: current trade spats; a flattening yield curve; over-valued stocks; global political turmoil; increasing corporate debt and tightening of monetary policy by the Fed.  They could be right, but most often they're wrong.  In any event, don't [...]

By |2018-07-17T18:25:17-05:00July 17th, 2018|Asset Management|Comments Off on Don’t Fear the Bear
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