bull calgary stampede

Investing At The End Of The Bull Market

Later this month, this market may just take over the title of longest bull market ever (although, mind you, not the most profitable), displacing the previous record-holder, which is the October 1990 to March 2000 bull market under Presidents George H.W. Bush and Bill Clinton. However, since all good things do come to an end, this stampeding […]

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Illustration by Chris Gash - Wall Street Journal

Should You Pay Off The Mortgage?

Thoughtful article by financial journalist Robyn A. Friedman on whether it makes sense to pay off the mortgage as you approach retirement. Debt-free peace of mind Many of our clients have paid off their mortgage entirely, usually because they wanted the peace of mind of being debt-free. When we sit down to review their retirement […]

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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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