Playing Defense

Sometimes winning is not always pretty. Everyone enjoys a high-scoring sports game with exciting offensive plays. With the current record run on Wall Street in one of the greatest, if not the greatest advance in history, the markets have certainly provided investors their fair share of excitement.

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The Unintended Consequences Of The Tax Law

With the passage of the Tax Cuts and Jobs Act, millions of Americans will see two broad themes. First, personal exemptions are eliminated and itemized deductions are being curbed with the reduction in the state and local tax deduction. Individuals are finding that their taxable income is going to be higher in 2018.

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Five Things Your Financial Advisor Should Be Doing

There are a good number of articles on the internet about how to choose a financial advisor. I thought I would write one on what you should expect from your advisor if you already have one. We believe there are some key areas that all comprehensive advisors should be monitoring for their clients.

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Is The Stock Market Game Causing Bad Behavior In Our Children?

Our first introduction to the stock market came from playing some version of the stock market game in high school for many of us. To be sure, there are some great things about this game, but it can start students on a path of bad behavior when it comes to investing.

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Amending Warren Buffet’s Golden Rule

One of the more damaging pieces of advice to the average investor is Warren Buffet’s famous investment rule: “Rule No. 1: Never lose Money. Rule No. 2: Never forget Rule No. 1.” While this folksy wisdom has a great ring to it, it can be easily taken out of context.

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In a World of Financial Noise, Be Wary of Predictions

Investors are constantly bombarded by what can only be described as noise about investment markets. Today, more than ever there's a continuous crush of headlines and Twitter feeds, as well as television and radio programs, that collectively provide ceaseless hype, misinformation and biased views.

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The Wine Lovers’ Guide to Investing

Savoring a vintage wine is one of life's great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes.

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Self Proclaimed Financial Gurus- Less Accurate than a Coin Toss

Self-proclaimed financial gurus are a plague to investors, because many people will act upon their predictions, to the detriment of their portfolios. The fact is that more often than not, these gurus’ forecasts are wrong.

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Is Your Advisor a Part-Time Fiduciary?

When you visit a doctor, you probably assume that he/she must do what is in your best interests and not what maximizes that doctor’s income. And you would be correct. Unfortunately, the same cannot be said with financial advisors. Being a fiduciary means that an advisor must legally put the client’s interests first.

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