A financial advisor’s job is like a detective’s. We probe to see whether your financial assumptions are correct. We want to find the truth beneath the assumptions and document clutter. Sometimes, our digging uncovers dangerous imbalances in your financial picture. Once we discover these errors, … [Read more...] about Advisors as Money Detectives
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The Dresser Drawer
I grew up in a typical middle income town on Long Island with a rather large family. There were five children in an unusually large home in the suburbs with a dog named Happy and a cat named Cleo. The household also included the most important part of my upbringing, my Nana. In those days, it was … [Read more...] about The Dresser Drawer
Stopping Future Mistakes – Running to Third Base
I coached Little League softball for young girls for a little over a decade in Allendale, NJ. I can still remember little Susie when she was nine years old and began playing softball for the first time. She was nervous and the uniform was always a little too big on her. She would roll up her … [Read more...] about Stopping Future Mistakes – Running to Third Base
U.S. Household Wealth At Record Highs
The negative headlines continue and Americans continue to express concern about the future. The U.S. economy and world economies continue to struggle for growth and many households have seen little growth in their paychecks as a result. And while it is understandable that investors are concerned … [Read more...] about U.S. Household Wealth At Record Highs
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 … [Read more...] about Use a Guide in the Investment Jungle
Referrals and Facebook
Facebook is universally known to all and is a great invention in sharing your world with others. As it began, the younger generation used it to show the world and their circle of friends what and where they have been. But as time has gone by, all generations have begun to use Facebook for many … [Read more...] about Referrals and Facebook