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How Much Do I need For Retirement?

One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”.  I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today?   This is a very c …

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Volatility

There appears to be a pre-notion that market volatility is nothing but a detriment to markets and investors. Although there are inherent negative aspects, this line of thinking can be dangerous. Acting solely on short-term volatility can do more harm than good. Volatility can drive the novi …

Market Corrections

We all know that anything in excess is never good over the long term. Not only does excess breed complacency, but unsustainability as well.  This holds true with regards to stock market growth. As the markets have experienced nothing but continuous growth since 2009, investors have bec …

The Importance of Rebalancing

In today’s world, there is no such thing as a “set it and forget it” investment strategy. Even the most brilliant investors review their asset allocations periodically in effort to mitigate risk and optimize their portfolio persification. No matter how conservative your al …

How Rising Rates Affect Fixed Income

Are rising interest rates a concern? Will a rate hike affect your current investments? Are there any strategies to insulate yourself from the potential risks associated with rising rates? These are just some of the many questions that investors need to ask themselves in anticipation of risi …

The Importance of an Emergency Fund

Many have a tendency not to plan for the unexpected. Unfortunately, life can be filled with unforeseen hardships. More often than not, these critical financial events can be very costly and even detrimental to one’s financial soundness. So how do you plan for the unplanned? Since life …

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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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