Investing is now a commodity. If you think differently, you’re in denial. Take a look around, the market is flooded with investment products and platforms capable of getting you properly invested for little to no cost at all. It’s true. You can own a fully diversified portfolio of mutual funds for free. Obviously, not everyone[…]
Nobody grows up in Boca Raton. You move down from New York, grow old and eventually kick the bucket in the mouth of the rat. The locals have been known to jokingly call the renown retirement community “God’s Waiting Room”. Boca is a palm tree laden paradise where you can enjoy the rest of your[…]
You’ve seen it. Heck, you’ve probably done it at some point. I know I did. It’s that little line at the bottom of your footer or on the back of your business card. For me it read, “There is no greater compliment than a referral from a satisfied client.” It’s the equivalent of rocking a belt[…]
Last week was a tough one for the markets, but any financial planner worth their fee knows that pull-backs, corrections and recessions are all part of the long game. However, even we planners are not completely absolved of the emotional impact market volatility can cause (we feel it too), but good planners are well disciplined[…]
So, what’s your favorite story from the recession? Mine is when former Lehman Bros. CEO, Dick Fuld, got punched in the face at the gym. I still can’t believe someone did what everyone on Main Street was thinking. Did it put dollars back in the pockets of those who lost it all, or prevent the[…]