Is it different this time? Three market truths that don’t change.

This has been a REALLY tough market to navigate as a portfolio manager. But, it’s even more difficult for those who don’t work in the industry and are facing retirement or are in retirement as they watch their account balances decline. But is it really different this...
Understanding the Effects of Inflation

Understanding the Effects of Inflation

Everyone has been talking about inflation, but do we really understand how it affects the average American? In the most basic terms, inflation is when our money has less “purchasing power”, or when the same amount of money is now not enough to buy what it used to....
The Backdoor Roth IRA – Is it for me? Is it legal?

The Backdoor Roth IRA – Is it for me? Is it legal?

It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...
The Yin & Yang  of Covid & The Economy

The Yin & Yang of Covid & The Economy

At age 59, I finally consider myself a pretty balanced person.  But this hasn’t always been the case – just ask my family. Working on a trading floor is not something a “balanced” person would choose to do.  I worked both on Wall Street and in London for...