Below is a short video by Tony Robbins, life coach and author of Money: Master the Game, explaining the big difference between brokers and fiduciaries. Most investors do not understand the difference and the impact it could have on any investment recommendations.
Here is the link to our May 2016 monthly update.
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction. On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race.
Click below to read our April 2016 Monthly Update.
If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.
Here is my article that discusses how to chose a smart financial advisor. It explains what people should ask and look for when considering which advisor to work with. This article can be found in the IMAGE North Shore magazine under Wealth Management and also on there website.
Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result they have moved a significant portion of their investments into bonds or other fixed yield vehicles.