Bonds: Should I Stay or Do I Go?

With the Federal Reserve Board executing on their promise to raise interest rates, the old axiom “when rates rise, bond prices fall” puts investors in a precarious situation. The question, “Should I retain bonds in the portfolio or sell them because they’ll lose value?” has merit and highlights a reasonable concern that follows the right train of thought. However, while…

The Power of Habit:

The New Year is a point of reset, often serving as a catalyst to encourage new, more favorable actions and behaviors for both individuals and businesses. It’s an opportunity to start anew and replace the “old with new” and the “bad with good;” at least when it comes to habits. And, this year may be no different, but we all…

Unwrap Significant Savings with Year-End Tax Planning

The end of the year is busy for virtually every household. With families preparing for Thanksgiving, Christmas, Hanukkah and the New Year, finding time to complete everything before 2018’s new goals and resolutions are underway can be challenging.

Financial Fitness: A Guide to Retirement Readiness

The common thread among the quotes from 6th century BC philosopher Lao-Tzu and modern-day Martin Luther King Jr. in the 1960s reminds us that achieving what we set out to becomes possible when we first imagine and then approach it with small, manageable and attainable accomplishments. Loosely translated, the goals you have in mind are indeed quite possible.

History Repeats Itself: What Will You Do?

Sir John Templeton, one of the world’s greatest investors, was known to have said: “Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” The quote is dramatic, but helpful in illustrating market cycles. A heightened awareness of market cycles raises questions like: “Where are we in this cycle?” and “What am I doing…