Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an im …
For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.
The forever changing regulatory environment within the financial services industry has brought about many significant changes and improvements over the years. It is evident that the industry’s ongoing evolution has been beneficial to individual investors. The governing and regulatory …
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
Mitlin Minute: Corporate Retirement Plan Fiduciary This edition of Mitlin Minute discusses the importance of working with a fiduciary (or RIA). Do you know the difference? You should…. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us …
Is your current financial advisor acting in your best interest? Does your advisor follow only the suitability rule to determine appropriate investments for your portfolio? Does he or she act in a fiduciary capacity? It is important for an individual to understand the regulatory standards an …
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …
