Activating Your Social Security

When planning for retirement, it is important to figure out what income you will need and where that income will come from once you leave the workforce. For most American retirees, Social Security benefits will provide an important source of income in retirement, but many people aren’t sure when they should start taking the benefits. The answer to this question will depend on your individual situation and your immediate and long-term financial needs.

Insight2Markets: Earnings Update

Insight2Markets: Earnings Update Are you being paid for the risk you are taking?  This is a question consistently asked in the investing world. If the underlying companies in a portfolio are not growing earnings, a higher price and return on the investment generally isn’t justified.  Facebook’s recent miss and price drop is a prime example. […]

Insight2Markets: Inversion Diversion

How to choose a financial advisor

Inversion Diversion A frequent question of late is what to make of a flattening yield curve and what action should we take? In short – the yield curve is used as a tool which can illustrate high probability recession risk with considerable lead time of about a year and should not affect drastic portfolio decisions […]

Shedding Light on Potential Tax Reforms

Tax Reforms

It’s safe to say that the last 90 days have been trying for many Americans. Don’t despair, there may be some good news about tax reforms. We could be facing the first significant tax reform since 1986!