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Short-Term Financial Planning for First-Time Parents
A seasoned wealth adviser shares his experience with the financial planning he and his wife did for the arrival of their first bundle of joy.
Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do?
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published
Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
It’s bad enough when your mutual fund’s assets lose value, but owing unexpected capital gains taxes after those losses is doubly frustrating.
By Samuel V. Gaeta, CFP® • Published
Why Investors Should Avoid Buying the Banking Sector Dip
Even though things appear to have settled after SVB's collapse, that doesn’t mean all is clear. Consider options like healthcare and consumer staples instead.
By Austin Graff, CFA • Published
Four Sustainable Investments That Could Have a Positive Impact
As we celebrate Earth Day, consider doing some research aimed at transitioning to a more sustainable and responsible portfolio. These four companies are worth a look.
By Peter Krull, CSRIC® • Published
In an Overpayment Scam, Your Bank Could Be a Thief’s Best Friend
One man learned the hard way that an overpayment scam can happen to anyone, but the even harder lesson might be that his bank did nothing to protect him.
By H. Dennis Beaver, Esq. • Published
Want to Do Board Service? Start the Search Before You Retire
Seasoned executives who want to shift to advisory and thought leader roles should evaluate motivations and skills and build a strong professional network.
By Anne deBruin Sample, CEO • Published
Why Investing in Debt-Free DST Properties Makes Sense Today
Headlines about world-class real estate firms being forced to relinquish assets show the dangers of investing in leveraged real estate.
By Dwight Kay • Published
Don’t Hand Your Retirement Income Planning Over to AI Just Yet
Some are saying artificial intelligence can replace human financial advisers, but even ChatGPT recognizes the value of experience, judgment and a beating heart.
By Jerry Golden, Investment Adviser Representative • Published
Four Reasons to Consider Staying Invested in a Down Market
Watching your investment accounts lose ground can be scary, but continuing to contribute despite a down market could potentially be beneficial in the long run.
By Phil Cooper • Published