INSIGHTS

A happy and financially secure retirement is a primary goal for many working Americans. I created a retirement checklist that will help you navigate through the complex path of retirement planning. For my readers who are serious about their retirement planning, follow these 12 steps …
Early retirement for physicians….As someone married to a physician and surrounded by many friends in the medical field, I know that early retirement is on the minds of many physicians. If you are reading this article, you have probably put some serious thoughts about it …
As we approach the close of 2019, we share our list of 12 end of year tax saving tips. Now is a great time to review your finances. You can make several smart and simple tax moves that can help lower your tax bill and …
Highlights: S&P 500 recorded a modest gain of 0.9% in the third quarter of 2019 Ten-year treasury rate dropped to 1.5% before bouncing back to 1.75% S&P 500 dividend yield is now higher than the 20-year treasury rate Manufacturing index hits contraction territory Economic Overview …
As a financial advisor, I often speak with my clients about behavioral biases. Our emotions can put a heavy load on our investment decisions. In this article, I would like to discuss ten behavioral biases that I encounter every day. It’s not a complete list, …