Blog

What’s on our mind? You can read about it in our blog. Whether it’s financial ideas or ideas we think can help, you can read about it here. And once in a while, we may throw in a book review, a health tip or some other surprise. So keep checking in. We are grateful to have you reading along.

Monday, September 14, 2020

The Most Valuable Gifts Cost Next to Nothing I think that I love giving gifts more than getting gifts. Isn’t it great when you see someone open a gift that they really like—the smile that lights up their face and makes your...

Friday, September 4, 2020

What do you miss most from pre-COVID times? For me it is definitely hugs. The way that I was brought up, we didn’t really hug other people. We mostly kept our hands to ourselves, but when I went to college in the Bronx at Fordham...

Wednesday, August 19, 2020

“Self-worth takes you further than net worth.”—Matshona Dhliwayo In the last email we reviewed your ongoing financial health in conjunction with cash flow. Another way to take stock of your finances is to calculate...

Monday, August 3, 2020

Five Rules of Long-Term Investing These best practices can help you stay invested during the market’s ups and down The COVID-19 pandemic helped put an end to the longest bull market in history. The stock market plunged, and many...

Monday, August 3, 2020

How to Protect Yourself From Identity Theft Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft....

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Thursday, July 9, 2020

How to Budget and Get a Handle on Your Expenses. “We must consult our means rather than our wishes.”—George Washington. Money is a tool that we use to get things that we want and to live a certain way. It is often...

Thursday, July 9, 2020

Financial Procrastination Takes its TollBy Margaret O’Meara, CFP®, AIFA® William Shakespeare, as everyone knows, is the most famous playwright in history. His plays have been translated into every major living language,...

Wednesday, July 1, 2020

As per the IRS, the employer is responsible for keeping their plan in compliance. This checklist can help you to that end.

Tuesday, June 23, 2020

“Setting goals is the first step in turning the invisible into the visible.” ---Tony Robbins We spend so much time caring for others that it is good to take time to focus on what we want and to build the life that we...

Thursday, June 4, 2020

“We can’t tell where we are going until we understand where we’ve been,” President Franklin Roosevelt reportedly said this to an aide when discussing economic policy during the height of the depression. As our...

Thursday, May 21, 2020

We’ve seen the headlines. We’ve looked at the statistics. We’ve heard the stories. The coronavirus has not only battered the markets, it’s changed the way we live and work. While it may not be as dramatic as,...

Tuesday, May 12, 2020

10 Best Practices for Retirement Plan Sponsors 1. Determine the Business’s Goals for the plan The Companies and Private Schools that we work with have very generous plans for their staff. We find that reviewing the objectives and...

Monday, May 4, 2020

As we face unusual challenges this year, I thought it would be good to focus on someone who achieved his goals despite facing enormous odds. For most people, Stephen Hawking is the only living physicist they can name. He is well-known...

Friday, April 24, 2020

“Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett In the battle with COVID-19 rages on, and the...

Friday, April 17, 2020

What new habits are you developing? During the first week of COVID-19 lockdown, I found myself eating too much, sleeping later than normal and watching too much TV. My...

Friday, April 3, 2020

As our new “normal” has been shaken, at times you may be feeling disoriented, fearful and anxious—I know that I have. The coronavirus has impacted the global economy unlike anything we have seen in the past. The...

Thursday, April 2, 2020

When I re-read The Optimist Creed, it helped me during these uncertain and difficult times, and I hope it does the same for you. The Optimist CreedPromise Yourself—To be so strong that nothing can disturb your peace of mind.To...

Friday, March 20, 2020

“In the business world, the rearview mirror is always clearer than the windshield.” --Warren BuffettOur everyday lives have changed dramatically over the last few weeks as everyone works together to minimize the impact of...

Tuesday, March 3, 2020

“The stock market takes an escalator up, and an elevator down.” Classic Wall Street Saying The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off,...

Tuesday, February 25, 2020

Cheers to all of my Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER® colleagues. We celebrate National Fiduciary Day today and every day by putting our client’s interests ahead of our own. What is a...

Friday, June 8, 2018

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new 50! Longer, healthier living, however, can put greater stress on the...