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CFPs At Work: We’re Headed Down Under!

Mari is heading off this week on a voyage Down Under! She’s part of a delegation of U.S. certified financial planners jetting to Australia to meet with peers in Sydney and Melbourne on a trip sponsored by the Financial Planning Association. The goal is to learn more about Australia’s financial services industry and trends in […]

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Good News! Florida Dethroned As Home Of Nation’s Worst Drivers

Here’s good news if you’re frequently behind the wheel in Florida. We no longer take first place for the absolute worst drivers in the nation, according to a SmartAsset study cited in the Tampa Bay Times. After “winning” the worst drivers’ award for two years running, Florida slipped out of the top spot and slid […]

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How To Use Your Tax Refund To Help Your Future Self

Are you getting a tax refund? According to the IRS, the average tax refund this year was $2,780. We talked with financial reporter Maridel Reyes of Synchrony about smart ways to handle your tax refund. Sure, you can just go out and spend it, but there are better ways to use it to get yourself […]

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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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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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