Industry Insights

A Few months ago, I started a new series of blogs called “BACK TO BASICS.” In each blog we examine one of the basics of financial planning and investing.

Human beings are obsessed with setting records. The fastest. The strongest.

In a previous blog, I started a new series of monthly letters called “BACK TO BASICS.”

“Printing ink, not black, solid.” “Yarn (not sewing thread) of synthetic staple fibers, mixed mainly with artificial staple fibers.”

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

Technically, you can begin collecting benefits at age 62, but your benefits may be significantly reduced. Instead, waiting till your "full retirement age" (FRA) may be a better option, because it's the age at which you're entitled to full benefits.

Michael Jordan, perhaps the greatest basketball player who ever lived, once said: “Winners don’t just learn the fundamentals, they master them.

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation.

Lexington and Concord. For many, they’re just names, now.

Moms are amazing, each one in their own unique way. I’ve been racking my brain to come up with a way to honor moms that’s also unique and truly gives them the appreciation they deserve.