Money

Should You Look Before You Leap Into Annuities?

Regardless of the product under consideration, I think it is usually a good idea to ...

Shake, Rattle & Rotation

The U.S. stock markets have been trading in fairly narrow range since year-end with ...

Know Your RIAs, FAs, & CFPs…

For those of you who know me well, I tend to beat the consumer advocacy drum pretty ...

Is Developing A Financial Plan Really That Important?

Even if you haven't read his novel, The Little Prince, you have likely heard of ...

Will the Celebration Continue?

Bull markets don’t always – or should I say, rarely – age gracefully. This bull ...

What is the Economic Cycle Telling Us About the Bull Market?

The U.S. equity market had no respect for the adage, "sell in May and go away,” with ...

Is the Market Turning?

Since the “blow-out” in 2013 - the bull market that caught many money managers ...

Making Your List & Checking it Twice

We are coming up on the end of the year, and it's time to do a bit of financial and ...

Is the Market Getting Frothy?

You have probably enjoyed a cappuccino or latte at least once or twice in your ...

Climbing the Wall of Worry…

Welcome to September!... Historically, one of the most challenging months of the ...

Are we in Another Bubble?

What do tulips, Beanie Babies, Barbie Dolls, real estate, stock markets, silver and ...

Sell in May and Go Away?

The adage "sell in May and go away" doesn't seem to be holding true this year - at ...