Investments, income planning, portfolio construction, and tax planning are just a few topics that throw many people into the investor dilemma mindset. We are all emotional individuals; we want to […]
Are You Diversified?
06/23/2016 by
When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple […]
Coin Flipping
06/23/2016 by
There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top […]
Lies
06/23/2016 by
You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the […]
If You Can’t Beat Them, Join Them
01/29/2016 by
Lewisburg, PA – The goal of investing is to get an overall market return. The stock market consists of large cap, small cap, micro cap; value and growth; developed international […]
Wealth Management: It’s a Wonderful Life
12/16/2015 by
This classic gem directed by Frank Capra is one of my favorite movies and a sure watch every holiday season. It’s a story of an angel working to get his […]
Interest Rates & the Price of Tea in China
08/27/2015 by
Altoona, PA – The price of tea in China has been rising dramatically due to supply and demand. Some of the higher end teas are actually being hoarded after the […]
The Portfolio MRI
06/23/2015 by
Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! […]
LTC Plan Design: Half a Loaf is Better Than None
06/10/2015 by
State College, PA – Many years ago one of my mentors was famous for saying, “Half a loaf is better than none”. Maybe you’ve heard this old saying. It implies […]
Long-Term Care Planning: Logic or Emotional Paradigm?
04/09/2015 by
Lewisburg, PA – When we get right down to the nitty-gritty of planning for this particular issue we consistently find it is the toughest question to answer, should one have […]
What’s Up Kemosabe?
12/18/2014 by
Lewisburg, PA – Tonto: “The market is up and I am not. What’s the story Kemosabe?” Kemosabe: “What do you mean the market is up?” Tonto: “According to the telegraph […]
Buckle Up, It’s Getting Turbulent!
10/27/2014 by
State College, PA – I learned aviation slang for turbulence is called dirty air. What has been going on in the market is like dirty air? Recently we have seen […]
Evolution of Passive Index Investing!
09/02/2014 by
Lewisburg, PA – Recently I was reading an article from John Bogle founder of Vanguard. John is well known in financial circles as one of the champions of passive investing […]
What is the “New View” of Retirement?
08/20/2014 by
State College, PA – Many of us today get all caught up in everyday living that we don’t put much priority on looking ahead into our “Golden Years” of retirement. […]
Investment Cost: Advisor Beware or Investor Beware
04/03/2014 by
State College, PA – “How are you paid” is a common refrain heard by those working in the financial industry. One would think this is a very black and white, […]
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