The author is a financial advisor and the grandson of Jewish immigrants who were driven out of Eastern Europe to become lifelong Americans and registered Democrats. He lives in a family of all women and describes himself as a social liberal and fiscal conservative. This article is not intended as an endorsement or condemnation of President Donald Trump.
It's a holiday phenomenon that while sipping eggnog or enjoying a football game, someone will ultimately bring up the issue of how their investments are doing. This year the boasters will probably inflict even more pain as many concerned citizens stayed on the sidelines until after the election, only to watch as markets have soared ever since.
Why is it that many people decide to set goals this time of year? Is there anything magical about the New Year? I have to admit every year for as long as I can remember, I set goals for various aspects of my life. According to the book I'm currently reading, The One Thing, you have a 39% better chance of accomplishing goals by writing them down. After reading mo
As many of you may be aware, new laws regarding Social Security were signed into law on November 2nd 2015 with the Bipartisan Budget Act of 2015. There has been a lot of confusion on how the new laws take effect starting April 29th, 2016. We hope the information below helps you regarding the decisions of when to take Social Security.&nbs
Recently, I had the opportunity to meet, listen and ask questions of eight portfolio managers. Here are a few things I learned and who said it….
Tom Wetherald, Equity Portfolio Manager
By Jay Gershman, (based on a presentation by Van Mueller, featured speaker at the recent NAIFA meeting).
While most people are frustrated with the waste associated with earmarks, the reality is that 92% of the Federal debt comes from entitlements such as Social Security, Medicare, Medicaid, defense and interest on our national debt.