National Financial Advisor Week in New York Times Square

National Financial Advisor Week (NFAW) is an inaugural event that will be held from September Sept. 15th to the 19th in Times Square in New York City. The event which is hosted by Advice IQ will celebrate the work of financial advisors and promote the necessity of each American household having a financial advisor.  It will […]

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Golfing and Investing: Risk trade offs

The key to successful investing and golfing is to determine when risk is necessary to accomplish your goals and when it is not. As I watch the phenomenal professional golfers tend to their craft this summer, I thought of the similarities that risk has in both pursuits. Watching the different styles of the golfers at last […]

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America’s Manufacturing “Come Back “

Maureen and I were in the Garden State Plaza Mall and we overheard a couple of people in the Nike store discussing how “nothing is made in America anymore”. I’m sure all of us have heard someone discussing the same thought or thought the same thing themselves. Well it turns out it’s just not true. The […]

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An Unexpected Retirement

Life is a journey and generally most things in life tend to progress as expected. Each transition is eagerly anticipated and the road has been somewhat paved for you. You graduate high school and eagerly wait to enter college. You graduate college and eagerly (or reluctantly) begin your first job. You fall in love. You […]

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Together we know more than we do alone

This post is a video from our partner – Dimensional Fund Advisors (DFA). This 3 minute video describes the power of the stock market to collect the views of all participants. This information is readily available to all as it is reflected in the current stock price. These prices reflect the collective knowledge of these market participants. The […]

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Making Memories

There are certain times in your life that you know are important and strive to remember the moment and all of the emotions that you are feeling. I remember walking down the aisle to get married and consciously thinking “I need to remember this exact moment”. And I have. But other times, life seems to […]

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Millennial Generation – Take This Advice

Today’s “Generation Y“  individuals known as Millennials - those born from 1980 to 2000 - have been influenced negatively, in regards to investing, by the recent performance of the stock market. By recent performance, I refer here to the Great Recession that occurred at the end of 2008 and the beginning of 2009. This “Great Recession” resulted in the […]

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The Wealth Solution

Do you like magic? I have always been fascinated with magic tricks. The ability to move objects from one spot to another and retrieve it from the oddest places has always intrigued me. How do they do it?  There is a part of me that is uninterested in learning the trick. I just like to watch and […]

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Happy Independence Day!

Independence Day is the celebration of our country’s birthday! Our Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the American flag. It is to not be […]

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Learning to say “NO”!

I remember going to the grocery store when my children were toddlers. You put them in the cart and hurry through the store to get all of the items you need as quickly as you can. And inevitably, as you are waiting on the check-out line, the candy display comes into focus for your chocolate-loving […]

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