Enhance Today | Enrich Tomorrow
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling addiction. The attached clip shows Kramer’s exaggerated reactions to his…
The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives. In November your focus is likely to be on turkeys, friends, family, and pie. …
Do you have a child going to college next year? Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid so they don’t complete the FASFA. That could be a…
“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I call the process” A quote from Nick Saban, the head…
Prior to 2013, Medicare taxes had only been imposed on earned income. That is, income earned through employee wages or self-employment earnings. However, beginning in 2013, to help fund the Affordable Care Act (ACA), a 3.8% Medicare surtax was enacted…
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items people include on their financial to-do list. Now it’s Chad’s…
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled to leave on Tuesday and by Monday morning he was…
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options come increased costs as well which can be exorbitant in…
