Rose A 6-22-12 1

Should individuals invest cash now?

A common question that we been receiving over the last several months from prospects is “Is it too late to invest in the stock market”?  There are a number of people who have maintained very large cash positions since the great recession that ended in early 2009.  These people have watched as the S&P 500 index has […]

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WAZE...an app that saves you time and maybe tickets!

WAZE…an app that saves you time and maybe tickets!

Before I discuss the benefits of the wonderful free app called Waze, I would like to make a disclaimer that I am a bit technologically challenged. I do not have many apps on my phone and find the concept to be a bit overwhelming. However, Waze is a wonderful tool to use when driving, especially […]

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AutumnYears Best Cover

Will Your Money Last As Long As You Do

Dan and I are happy to be contributing to a new magazine in Bergen County focusing on inspiring and informing members of the sixty-plus generation.  We will be writing our column on financial planning to help people focus on the things that matter to them and that they can control.  This issue we discuss how to […]

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Dimensional Fund Advisors:  Austin, TX Headquarters

The Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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Mile 3, leading ladies

Invest…Like a Girl!

What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something “like a girl” is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is […]

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The New York Stock Exchange

Why Dimensional Fund Advisors (DFA)?

People generally ask us once they know that we are an approved advisor of Dimensional Fund Advisors (DFA) funds a very simple question: Why DFA? I often describe how my quest to provide the best investment options for my clients was the result of many years of studying in academics and working in the business world. From this research, […]

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Photo of the Arthur Ashe statute at US Open Tennis

Why Invest in International Companies?

We were fortunate enough to attend the US Open Tennis Championship in Queens, NY over the Labor Day weekend. It is one of the more enjoyable sporting events due to the ability to choose between multiple matches on several courts. As I had not  been to the U.S. Open  championship for a few years, I noticed […]

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diamond_samples-005

Do You Have an Estate Plan? Here’s Why You Should

When people hear the phrase “estate plan”, they think that it is just for the very wealthy or elderly. But, it is not. Estate planning puts you in greater control of the financial and healthcare decisions that directly affect the lives of you and your family. An estate plan allows you to protect the assets that […]

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Crossroads: Retirement or College Fund

Feeling Unprepared for Retirement?

How can you go from feeling so certain that you are prepared, to feeling a bit panicked that you must have missed something? The week that I have been preparing for has finally arrived.  The big drop off at college for my youngest daughter Elizabeth.  The lists have been completed and I am confident that […]

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Jasper And The Washing Machine

How the Washing Machine Changed the World

This video post deals with the ever-improving world as told in a TED talk by Hans Rosling.  Hans discusses his personal experience of his family purchasing a washing machine and the immediate improvement to the lives of his mother and him. He discusses how these improvements unleashed the women of the world allowing them the free […]

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