For Sale Real Estate Sign in Front of Beautiful New Home

Quote Of The Week: “Homes Getting Harder To Sell”

“Homes are getting harder to sell,” said Glenn Kelman, CEO of real-estate brokerage & website company Redfin. Kelman reported that the housing market hit a sudden and “significant” slowdown in the past few weeks that could continue through at least September. The slowdown in sales is especially pronounced in formerly fast-growing (and pricey) East and West […]

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Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations to Anthony LaBrake, CFP® on his recent promotion to Client Advisor. Anthony was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship. Anthony has always had a strong interest in the financial markets, as well as […]

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Balancing Being Mom With Work: Never An Easy Task

Work? Kids? Family? Friends? How is it possible to balance it all? It’s not easy, as we all know. I still have vivid memories of waking up at the crack of dawn, getting dressed for work, packing lunches, getting two toddlers ready for day-care drop off, then making it to an early morning work meeting, […]

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Empty Nest? Here’s How To Make The Most Of Your New Freedom

Kids cost a lot to raise. No kidding. So when they’re finally out of the house, smart parents decide it’s time to play catch up with their retirement savings accounts. We talked to financial journalist Greg Daugherty about how empty nesters can make the most of this newly liberated phase of their lives, in an […]

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Apple Takes $1 Trillion Top Spot

You probably heard that Apple passed a symbolic stock market milestone last week. It became the first U.S. company to reach $1 trillion in market value (market value is the aggregate value of all shares of Apple stock held by investors). Congratulations, Apple! That’s a new market record! Apple has been the most valuable publicly-traded […]

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Quote Of The Week: Becoming A Caregiver, 30 Years Earlier Than Expected

“There comes a point in time where everyone has to care for a parent. It just happened 30 years sooner than I ever anticipated it.” Interview with Adrienne Glusman, who became her mother’s caregiver at age 29, as interviewed by  Clare Ansberry, “The Call to Care for Aging Parents Comes Sooner Now,” The Wall Street […]

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Quote Of The Week: The Problem With Commissions

Our clients know that we work on a fee-only basis. That means we do not accept commissions for recommending, buying or selling investments and we work only for you, our client. That independence allows us to always deliver to you our expert, objective and unbiased advice. Of course, not every investment professional can say that. […]

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We Love To Work With Women Clients, And It Shows! 

We’re thrilled to share some exciting news. Mari has again earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and was recently featured in USA Today, spotlighting our firm’s commitment to our female and couple clients. You can take a look at the USA Today announcement here. This recognition demonstrates our commitment […]

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Young Buyers Say Home Not As Sweet As They Hoped

Interesting CNBC.com article a few days ago on how 70% of young millennial homebuyers “regret” buying their home. That’s truly sad. It’s a huge purchase, and not one that can be easily or cheaply undone. So what’s turning what should be one of the happiest occasions of their lives into a major case of buyer’s remorse? These […]

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3,120 Reasons Women Fall Behind In Saving For Retirement

It’s simple math. Women are on average out of the workforce 12 years to care for children or an older relative. That’s 12 years of lost salary, benefits, and savings. To break it down further, that’s 3,120 days of missed work, during which they serve – unpaid – at home raising children or caring for […]

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