financial_media

In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Kiplinger, Kim Lankford, May 2012, “Navigate a Course for Long-Term Care” Sun-Sentinel, Donna Gehrke-White, May 1, 2012, “Is 15% […]

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Quote of the Week: Scheduling Annual Checkups With Your Financial Advisor

“Annual or quarterly meetings tend to be a staple of the adviser-client relationship. Many advisers say these meetings are critical—that they can’t effectively help their clients with finances if they don’t have regular checkups.” Jaime Levy Pessin,  The Wall Street Journal, January 9, 2012, “Getting Clients to Take Action“

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Long-Term Care Policies That Really Paid Off

If you have ever had a family member or loved one who needed long-term care, you know how expensive that care can be. While premiums can be high, some purchasers of long-term care insurance get many times their money’s worth back in benefits, according to claims data compiled by the American Association for Long-Term Care Insurance. […]

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Hindsight Bias, Or “I Knew It All Along”

Speaking last week at an investment conference, behavioral finance expert Dr. Richard Thaler of the University of Chicago warned listeners how hindsight bias can play havoc with your investment strategy. In simplest terms, hindsight bias is “the tendency to remember that our forecasts were better than they really were” or the “I knew it all along” […]

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More Families With Means Are Opting For Community Colleges

College costs keep rising, and students are piling on more debt than ever before.  But here’s a trend you may not know about.  More and more families with means are downshifting from private or expensive schools to lower cost community colleges: “Many predict any rise in rates could push more families to seek out less-expensive colleges—furthering […]

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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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Market Wrap – First Quarter 2012

Stocks Rebound, Bonds Slow 2012 got off to a great start for the stock market, with the strongest first quarter kick-off since 1998, and the best overall quarter since the third quarter of 2009. Many of the riskier and “unloved” sectors of 2011 staged a rebound, like developed and emerging markets international stocks, small cap, […]

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Best College Majors – for Earnings, That Is

Take a look at a very interesting article by Phil Izzo, “Which College Majors Pay Best,” in the Wall Street Journal.  Izzo spotlights research by Joseph G. Altonji, Erica Blom and Costas Meghir of Yale University, showing which college majors generate higher earnings after graduation.  Not surprisingly, certain majors – notably those requiring math skills – lead to higher […]

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Simple Isn’t Always Better (At Least For Bonds)

One of the questions we get asked from time to time is why we don’t just buy one bond index for the bond or fixed-income portion of client portfolios, and call it a day.  Wouldn’t that be easier and cheaper, some clients ask? Yes, it probably would be easier (only one bond investment to buy) and cheaper (an […]

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Quote of the Week: Caregiving Often Falls to Women

“The average caregiver in 2009 was a 49-year-old woman who had a job outside the home and spent nearly 20 hours per week providing unpaid care to her mother, according to a 2011 AARP Public Policy Institute study.” Emanuella Grinberg, CNN, April 9, 2012, “Caregiving for loved ones the ‘new normal’ for boomers” We hosted a […]

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