Protecting your Identity

Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot, JP Morgan, Target, etc. were also targets of cyber attacks….

High Earners Can Still Get Into a Roth IRA

Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are married filed jointly, or $131,000 for single filers they cannot…

Is the US Stock Market Expensive?

“We are about to enter the greatest bull market in 85 years.” CNBC 6/8/14 “Bull Has Legs to Run Another 10 Years.” Bloomberg 6/23/14 Anyone remember the book Dow 36,000 published in 1999 shortly before the dot-com bubble burst?    Fifteen…

When Will the Federal Reserve Raise Interest Rates?

As the economy improves and the Federal Reserve (“Fed”) ends its quantitative easing program in October the next question for investors is when will the Fed raise rates? Which Factors Are Most Important to Raise Interest Rates? The Fed will…

Top 5 Millionaire Investing Mistakes

Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…

10 Smart Money Saving Tips!

When people think of saving money, they initially think they need to cut something they enjoy.  Instead, people should think about spending more wisely. We’ve compiled a list of cost savings ideas with little impact on your lifestyle.  The long…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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