6 Ways a Financial Adviser Can Help You

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth. An adviser has no way of knowing what will happen next in the investment markets, nor does anybody else. There is no crystal […]

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A water well

Surviving Money Droughts

In New Jersey, where I live, we are once again in a rain drought – an annual event for us. Thankfully we haven’t seen a similar drought in the stock market for several years. You need to plan for either kind of dry-up, whether as a gardener trying to save azaleas or an investor hoping to […]

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RadioShack sells Maker Faire tickets!

Don’t fall in love with individual companies

Don’t fall in love with individual companies that you partially own through the ownership of their stock shares. This concept is difficult for many investors as they exalt the benefits of a particular company’s product or service that they provide.  For example, they may discuss how a retailer is always crowded when they go to the store […]

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Mykonos, Greece

Greece is the Word

  This post was written by Jim Parker who is a Vice President with our partner Dimensional Fund Advisors (DFA) in Australia.  This post follows the DFA video last week discussing the trials and tribulations going on with the country of Greece.  GREECE VIDEO Economic authors, Reinhardt and Rogoff calculated that since it became independent in 1829, […]

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Stressed Student

A Hard Lesson on Spending

A recent USA Today article discussed the story of a 22-year-old junior college student who was in the fortunate position of having her grandparents save $90,000 for her college needs.  Imagine the hard work required to save this sum for her benefit. Well, it appears that the student decided to spend the college fund on a trip […]

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kids money dollar bills tossed

Teaching Your Child about Money

We all strive to provide the best for our children.  We hope that they enjoy everything that life has to offer and grow up to lead happy, productive lives.  One aspect of life that can help having a happy life is being prepared to manage your finances.  And what better way to  prepare your child […]

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What should investors do about Greece?

Weston Wellington of our partner Dimensional Fund Advisors (DFA) offers useful perspectives on the financial crisis in Greece. What should you being doing as an investor?  History teaches us many lessons which Weston highlights in this useful video. Click on the 3 minute video named ‘Greece’ below: Greece If you enjoyed this article,  CLICK HERE to subscribe […]

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How we can help you as a behavioral financial advisor

I have worked as a financial advisor since 1996. But because the term financial advisor is widely used throughout the financial services industry including life insurance salespeople and stock brokers, most people who I talked to don’t fully understand what I do for my clients. There are two numbers that sum up what we do for […]

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Chopped Vegetable Bowls

Chopped and Successful Investing

I am addicted to watching the Food Network and at all times of the day it is quite likely that my television will be turned onto this channel. One of my favorite shows is Chopped. The concept is simple. Four trained chefs or cooks compete to turn a “basket” of chosen food into a delicious Chopped meal. […]

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The sun is shining brightly in the morning sky, through our American Flag.

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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