college

College Dreaming

For those of you who are parents of high school seniors, you know far too well the agonies of  the college application season.  It’s a seemingly endless marathon of tests, applications, essays, recommendations, and documentation, and soon it will all be topped off with the heart-breaking thin letter of rejection or the joyful fat letter of acceptance.  […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Is the Fed at War with Savers?

Is the Fed at War with Savers?

That’s the thesis of “The War on Savers,” a February/March article in AARP Magazine by journalist Carla Fried. In 2008, to cope with the financial crisis, the Fed dropped the fed funds rate to almost  zero and has since stated that it intends to keep rates that low until 2013 or beyond. The result?  “That means for five […]

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Quote of the Week: Price versus Value

“Price is what you pay.   Value is what you get.” Warren Buffett

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financial literacy

Yikes! Financial Literacy is Already “Dismal” and Worsens as We Age

We’ve already been warned that the state of financial literacy is “pretty dismal” in the U.S.  If that isn’t bad enough, it looks like we understand even less about money and finances as we age. So says Annamaria Lusardi, a professor at Dartmouth and George Washington University (OK, I’m partial, it’s my MBA alma mater), who is an […]

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Inside the S&P 500: Secrets of 2011 Performance

The U.S. stock market was one of the best performing developed markets in 2011, yet the S&P 500 managed to turn in only a +2.07% performance with dividends included. But here’s something you may not know.  Research by investment manager Manning & Napier shows that performance within the S&P 500 companies was extremely uneven in 2011.  […]

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Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty

We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund.  You can check out the full article here.  In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]

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Congratulations to Client Services Associate Melissa Grochal!

Congratulations to our Client Services Associate Melissa Grochal who recently earned the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.   Melissa undertook most of her undergraduate coursework at Emory University and […]

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Women and Retirement

 On average, women live longer than men, and need more money to last them through retirement.  That’s why women need to make more of an effort to save regularly.  Learn how South Florida women are teaching others how to budget and save so they can have a comfortable retirement in this February 10, 2012 article by Sun-Sentinel […]

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Quote of the Week: Definition of Risk

“Running out of money before you run out of life.” Roy Diliberto, veteran financial planner, Philadelphia PA  

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