Our office and the financial markets will be closed on Monday, May 25, 2020 in observance of Memorial Day.
Retirement Playbook: How Portfolios Can Bounce Back From Down Markets
It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]
Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings
Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]
Congratulations To CMC Professor Stacey Doan On Winning NSF Grant To Study Coronavirus Pandemic
Congratulations to Associate Professor Stacey N. Doan, a health psychologist at Claremont McKenna College and director of the Berger Institute for Work, Family and Children, for landing a prestigious National Science Foundation grant to study the effects of the coronavirus pandemic on families with young children. Associate Professor Doan is the principal investigator on the project. Two […]
Women: Here’s How To Protect Your Credit During The Pandemic
Millions of Americans are concerned about protecting their credit during the coronavirus pandemic, and especially women. We’re all affected by the coronavirus pandemic. But some are facing greater financial challenges as they wait for the economy to rebound. Almost 90 million Americans are worried about their credit scores and whether they will be damaged before […]
Investing For Retirement Income In A Low-Yield World
Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary With interest rates at historic lows, investors are wondering how to generate retirement income. Despite low rates, there’s no need for investors to recklessly chase yields in high-risk asset classes. There’s a better way, one that focuses on your lifestyle, your legacy, and your […]
Quote Of The Week: Cash May Be King, But It Isn’t Earning Anything
“Over the past two months, households have understandably wanted to boost their cash holdings to wait out the unprecedented volatility of the first quarter and the fear of lost wages.” “But while holding cash can be reassuring for households needing to meet short-term obligations, it can be detrimental to investment portfolios when it isn’t earning anything. And with […]
Florida Real Estate Holds Its Own During The Pandemic
We may be in the midst of a global pandemic, but life goes on. No surprise, then, that we have clients who are selling, building, buying, and refinancing homes across the state, despite COVID-19. Curious as to how Florida’s real estate market is weathering the pandemic? Here’s some highlights: Transactions are continuing day by day. […]
Why A Juicy Auto Insurance Rebate May Be Headed Your Way
It’s not often you get money back. But billions of dollars in auto insurance rebates may be headed your way, according to the Insurance Information Institute. Industry sources say auto insurers will be giving back to policyholders $10.5 billion in premiums and benefits either as policy credits, percentage discounts, dividends, or added insurance coverages. One […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
