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Our Blog

Our Blog

’Tis the Season

The period between Thanksgiving and the end-of-year holiday season would seen like a sleepy time for financial planners, but in fact it is anything but.  You might be surprised at how much activity takes place on behalf of you and your investments in the final month of the year.

The New Tax Legislation

Chances are, you’ve heard that tax “reform” is right around the corner—that is, if you can call it “reform” when hundreds or perhaps thousands of new pages are about to be added to the tax code.  First, the White House released its tax legislation wish list.  Now the Republicans in the House of Representatives have released a proposal called the &ld

The Economic Myth-Destroyer Gets His Due

Imagine a person who always, in every circumstance, makes rational decisions with his money.  He saves when he ought to and spends exactly as he should spend, in order to maximize the “utility” of whatever wealth he happens to possess.  He defers gratification with ease.  When he invests, he has instant and total access to all possible information related to every ite

How do you stop yourself from overspending?

The urge to splurge is one of the toughest challenges to a monthly budget, and leads to unhappy encounters with the credit card statement.  But psychologists say there are solutions for the chronic "overspender".

Common Estate Planning Mistakes

The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that it doesn’t relate to your property or estate, to have your records scattered all over the place, to have social media, banking and email accounts whose passwords only you can find—and basically to leave a big mess for others to clean up.

The Cost of Pets

What does it really cost to own a pet?  More than non-pet-owners probably realize, although if you do own a dog, cat or fish, you probably have a good idea that they’re not cheap. 

What Costs More

Inflation has been pretty benign over the last 20 years, right?  The U.S. Consumer Price Index has ranged from negative 0.4% in 2009 to a high of 3.8% in the awful 2008 economic year.  In 13 of those 20 years, the CPI was below 2.5%, which is hardly comparable to the double-digit inflation rates that people experienced in the 1970s and 1980s.

Don’t Miss Open Enrollment

Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website.  This year, many locations will feature fewer carriers bidding for your business, but virtually every county in America still has coverage options. 

The Challenges of Capturing Bull Market Returns

You probably didn’t notice, but Monday, September 11 marked a milestone: the S&P 500 index's bull market became the second-longest and the second-best performing in the modern economic era.  Stock prices are up 270% from their low point after the Great Recession in March 2009—up 340% if you include dividends.

How to Respond to a Data Breach

Time is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize the impacts. These are steps you should take within specified timeframes after discovering your data has been breached.

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