Insights

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.

Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.

I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. These days, saving doesn’t have to mean keeping money in a bank.

As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).

Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy.

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A.

There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.