Investment Strategies
This article was originally published on Forbes on February 7, 2018. You’ve probably heard about the Dow hitting some new records, from reaching incredible highs to having the highest point…
Read More
This article was originally published on Forbes on January 26, 2018. Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future…
Read More
In my recent article, I discussed some of the common drawbacks of variable annuities. The hefty fees, misleading guarantees, and tax treatment can put investors in an uncomfortable spot. But…
Read More
Variable annuities are one financial product we rarely see clients purchase on their own. The initial purchase is almost always done at the urging of a broker who earned a…
Read More
This article was originally published on Forbes on October 31, 2016. I’ve had my fair share of interesting phone calls over the course of my more than 20-year career as a…
Read More
Barry Glassman is a regular contributor to CNBC. This article was originally published on CNBC on December 5, 2016. Much like niche restaurants that come and go, niche investments come into…
Read More
Lindsay Shetterly, CIMA®, CES™ has been a contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making…
Read More
One of the biggest questions we’ve received from clients recently is “What does Donald Trump’s tax plan mean for me?” With lower tax rates potentially on the way, many investors…
Read More
(This article has been updated as of 8/16/2018) This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our…
Read More
Some investors just don’t want pornography in their portfolios. Others want to stay away from tobacco, alcohol, left issues, right issues, religious factors, or a variety of other factors. To…
Read More