The secret to planning a successful retirement
It’s key to create a model with multiple strategies that can be activated over time in order to maximize income
Financial Advice
Which stock is more suitable – Google or GE?
Dividends from stocks can benefit the young investor looking for growth, just as capital gains can benefit the retired investor looking primarily for income
ACA’s small business credit can be a real benefit
But many firms are not aware of what it can mean to their bottom line
Planning for and navigating an IRS audit
Being an informed taxpayer will help you through the process
Good gamma: Managing investor expectations
What else can be done to maximize returns and add to the retirement nest egg and income stream?
Keeping the electronic crooks and hackers at bay
Important cyber security tips for your business and personal life
Market outlook for the 4th quarter and beyond
Why the U.S. stock market remains in a long-term secular positive trend
The dangers of blind bull market complacency
It’s important not to confuse the ‘what’ of investing with the ‘why’ you invest
Is a private placement in your firm’s future?
A new law and new platforms enable companies to more easily issue securities and reach a larger pool of accredited investors
‘Robo advisors’ and your financial security
They raise questions about the limits of technology and how the financial advice world responds
