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Quote Of The Week: Break This Retirement Rule And You’ll Be Eating Alpo

You’ve probably heard of the 4% withdrawal rule, right? Based on research, most financial planners and retirement experts think you can withdraw roughly 4% of the value of your portfolio each year and spend it. Withdraw more, and you risk running out of money before you run out of life. (We use a modified 4% rule in our practice, with […]

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What Women Execs Think About Work & Diversity In South Florida

I attended an outstanding roundtable discussion last week featuring four of South Florida’s high-powered female executives, like (featured left to right in the photo) Suzanne Ferguson, General Counsel at Hotwire Communications; Margaret Nee, Manager of Real Estate Transactions at Baptist Health; Caroline Fleischer, Managing Principal at Cresa; and Andrea Schliessman, Senior Direction of Learning & […]

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Who Says Bull Markets Have To Die Of Old Age?

Pick up the paper nowadays, and you’ll see that almost everyone is forecasting an end to the bull market and a budding recession in 2019 or 2020. Why? The current expansion is getting a little long in the tooth, they say. Based on its duration and other economic factors, this bull market should be coming to an […]

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Small Business Owners: Act Fast To Open “SIMPLE” Retirement Plans

If you are a small business owner with no retirement plan in place, you have until October 1 to cut your tax bill and play retirement catch-up by setting up a SIMPLE-IRA retirement savings account for 2018. Opening a plan by the deadline will let you contribute and deduct a full year’s retirement contribution for 2018. […]

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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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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: Building True Wealth

Why financial success can’t be measured by what you earn: “If you’re spending all your money accumulating assets that don’t appreciate and racking up debt, you’re not building true wealth. You can have a six-figure salary and still be broke.” Financial columnist Michelle Singletary, “How to calculate your net worth,” The Washington Post, July 19, […]

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Trade Wars: What Will Happen With China?

No country is as much in the trade crosshairs as China. If a trade war breaks out, what would be the impact on China and on U.S. citizens invested there? Investment experts at Matthews Asia, a San Francisco-based investment firm specializing in Asian and Pacific investments, say forecasts that a trade war will seriously damage […]

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The Kids Are Alright: The Rise Of The Millennial Workforce

If you’re a Baby Boomer, prepare to be outnumbered! In fact, it’s too late. You are already in the minority. Millennials are now the largest generation in the U.S. labor force, says the Pew Research Center based on analysis of U.S. Census Bureau data. Millennials are defined as those born 1981 to 1996, or those aged […]

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