Tariffs, Inflation and Volatility have been dominating the headlines. How should smart investors respond?
The Smart Money Guide
Tips, strategies, articles and videos to help you build and keep your wealth
Performing the Duties of an Executor
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
What a Difference a Month Makes
Did you see the headlines over the past few months? How should you respond? Richard shares his thoughts.
How to Avoid the 10% Early Withdrawal Penalty
How to Avoid the 10% Early Withdrawal Penalty Consider your options before you decide If you will be separating service from your company and are under age 59 ½, withdrawing money from your IRA account could expose you to a 10% penalty.
Message from Richard: 2018 Wrap-up
It’s understandable how such a dramatic decline can deliver a blow to investor confidence and lead to reactions driven by fear and an instinct to protect ourselves from further losses.
7 Facts to Consider During Market Volatility
In spite of market volatility, we believe the fundamental backdrop supporting economic growth remains sound
Mid-Term Elections
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
Message from Richard: Market Volatility
Join me for the next few minutes as we explore current stock market volatility.
Estate Planning After a Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs?
Social Security Field Offices Closing, Reducing Services
Social Security, considered by many to be one of the better government agencies in terms of public service, has been quietly cutting personnel and closing its field offices at a time when Baby Boomers are retiring at record numbers.