2009 NFL Super Bowl 43 (XLIII)

What Investors Can Learn from NFL Point Spreads

Watching NFL football was never the same after one particular season in which my wife Maureen won the annual competition based on the friendly weekly competition to pick which football team would beat the other team by the published Las Vegas point spread. You can see these point spreads every day in the sports section. Ideally, the point […]

Read full story Comments { 0 }
Little girl with a newspaper boy's bicycle with the "Long Island Press" bag

Retirees Nemesis: Inflation

I had a newspaper delivery route when I was 10 years old delivering the “Long Island Press” – a now defunct newspaper. I had a sting ray bike with baseball cards in the spokes and because I delivered everyday without fail, the kickstand wore out. So as I pedaled, my pedal would constantly hit the […]

Read full story Comments { 0 }

Celebrate Your Financial Achievements

Everybody loves to celebrate a milestone, whether it is a big birthday, a wedding or a graduation.  The emotions of the day are joyous and the ability to relish the wonderful moment is shared by many. This summer had a number of celebrations for our family.  A new beginning for our oldest daughter as she […]

Read full story Comments { 0 }

September – A Great Time to Organize Your Finances

I always loved the beginning of the new school year.  It is a time to start new….new clothes, new sneakers, new books and new classes.  If you have children, then you know that the push is on to get everyone settled for the new school year. It seems to be more of a beginning than […]

Read full story Comments { 0 }
Ed Sullivan Theater - Late Show With David Letterman

Not the Traditional David Letterman “Top Ten” List

This guest post is written by Jim Parker who works for our partner Dimensional Fund Advisors (DFA) in Australia. Jim has created a Top 10 list of excuses that we have all fallen victim to at some point while investing. Unfortunately, this list is not as funny as David’s nightly list used to be, but […]

Read full story Comments { 0 }
People walking across a jungle

Use a Guide in the Investment Jungle

We often help our clients through an array of situations that involve uncertainty resulting in fear.  They are aware that there are risks that could foil their success in achieving all that they want for themselves, their families, and their communities at large. However, most of the uncertainty is highlighted in two different risks that […]

Read full story Comments { 0 }
Why Nobody Wants to Be Wrong

Why Nobody Wants to Be Wrong

This post is written by Joni Clark who is the Chief Investment Officer at our partner Loring Ward.  As Chief Investment Officer of Loring Ward, she directs investment policy and portfolio management strategies for the company. She also chairs the company’s Investment Committee. Why do so many investors make decisions based upon emotional reactions to short-term […]

Read full story Comments { 0 }
US News-logo

Learn Pros, Cons of Using a Financial Advisor for College Savings

Recently, Maureen Crimmins was interviewed by Deborah Ziff who is a Chicago area-based freelance education reporter for U.S. News, covering college saving and 529 plans.  Maureen discusses how we help our clients save for their children and grandchildren’s educational needs. Click on the link below to read her interview. Learn Pros, Cons of Using an Advisor for College […]

Read full story Comments { 0 }

The China Syndrome

This is a guest post from Jim Parker – Vice President of our partner Dimensional Fund Advisors (DFA).  He discusses the state of the Chinese stock market and economy.  Last week’s devaluing of their currency – the Yuan – has global investors worried.  Should they be? The recent severe volatility in China’s share markets has […]

Read full story Comments { 0 }

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 […]

Read full story Comments { 0 }