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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We are going to attempt to take a different look at investing, insurance and financial planning. So keep checking in. We’re glad to have you reading along.

 

Monday, April 23, 2018

Let’s say you’re driving down the highway then suddenly, a pristine BMW whizzes by you. You sigh and think to yourself how nice it must be to drive a car like that. I get it, it’s nice to have nice things. As a...

 

Wednesday, April 18, 2018

When I started college, the total cost of a year of school at Bryant University was roughly $32,000 (which did not include books). 11 years later, that same institution costs over $50,000 a year. Inflation is the basic economic concept...

 

Wednesday, April 18, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Thursday, April 5, 2018

In my travels as a financial advisor, I’ve had the opportunity to meet a wide variety of people from all age ranges and backgrounds. After being in the business for over a decade now (where does the time go?), I’ve noticed...

 

Wednesday, March 28, 2018

With the recent events in Parkland Florida, there are numerous people that are looking for avenues to have their voices heard on social issues. One way to do that is to talk with your wallet. There are ways that investors can exclude...

 

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Tuesday, March 20, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Wednesday, March 14, 2018

There are a lot of conflicting reports from financial “experts” about when the next stock market crash will occur. Some say a crash is imminent and we are on borrowed time while others say we are in for continued market...

 

Tuesday, March 6, 2018

In one corner, we have actively managed funds, the traditional investment choice of generations. In the other corner, we have passive funds, whom have grown exponentially in popularity over the past decade and a half. With Warren...

 

Tuesday, February 6, 2018

Wedding planning is the best time that you never want to have again. The bachelor or bachelorette party, the wedding shower and people doing things for you that they normally wouldn’t do are all fun experiences. Paying for the...

 

Thursday, January 4, 2018

With President Trump signing the tax bill into law recently, it’s time to look at how the new tax bill will affect you. There are many nuances to this bill, but there are a few items that will have the greatest impact for most...

 

Tuesday, December 5, 2017

If there is one thing parents love to do, it’s give advice and you know what, most of the time they are right. Sunscreen actually does work, vegetables are good for you and being polite doesn’t cost much, but it’s...

 

Tuesday, October 31, 2017

Most financial pundits will advise you to pay down debt as fast as you can since it acts as a drag on your overall finances. Having debt overall just sucks and the sense of accomplishment of paying off your debts can be an extremely...

 

Tuesday, October 3, 2017

It may sound hyperbolic, but the average investor is not aware of the many threats that can derail a successful retirement. Most people have heard of inflation or are worried about how impactful medical expenses can be to a retiree....

 

Tuesday, September 19, 2017

Most Americans now have access to a retirement plan; usually a 401(k) or 403(b). Unlike previous generations, most Americans now stay at a job for a few years before leaving for another opportunity. What is the best option for an old...

 

Tuesday, September 5, 2017

Even in a divided country, I think there is one thing all republicans and democrats can agree on; Donald Trump’s hair looks terrible. There are so many unanswered questions; Is his hair real? If it is real, how much hair does he...

 

Tuesday, June 6, 2017

The NBA playoffs are nearing an end and It’s been clear that two teams have stood above the rest of the competition, The Golden State Warriors and The Cleveland Cavaliers. What do those teams do differently compared to other NBA...

 

Wednesday, May 10, 2017

With May being disability insurance awareness month, I thought it would be appropriate to write a post that focuses on disability insurance. Most people are generally aware that disability insurance pays a percentage of your pay if...

 

Thursday, March 30, 2017

Even if you’re not a football fan, you’ve probably heard of Rob Gronkowski. Not only is he a dominant football spiking tight end for the New England Patriots, but he has a strong (to put it mildly) reputation as a fun...

 

Friday, February 24, 2017

There has been a lot of press lately surrounding 401(k) plans from the DOL rule to even John Oliver. It seems that a majority of their focus has been centered around the F word; fees. While fees are important, understanding what...

 

Monday, January 16, 2017

You’ve started a business on your own and you’ve finally gotten it to the point where you have some money coming in. The real question now is what to do with it? What are the retirement options for those entrepreneurs that...

 

Sunday, January 1, 2017

The end of the year is always a time of introspection. As the New Year approaches, we often look back at the past year and evaluate what went well and what we’d like to improve upon. The most common resolutions revolve around...

 

Friday, December 9, 2016

As a fellow Millennial, I know what you’re going through. We were just old enough to realize the financial impact of September 11th and the tech bubble. We were starting to become actual adults as the as The Great Recession...

 

Tuesday, November 8, 2016

Why do you work? I’m sure it’s because you absolutely love your job and would do it for free if they asked. Hopefully, it’s some of that, but most likely you’re not independently wealthy and you work for the...

 

Wednesday, October 5, 2016

Annuities and eggs have had a similar history with the press. This posts discusses the correlation between the two and looks deeper into the best times to invest into an annuity.