There are a lot of things you can do right in investing, and there are a lot of things you can do wrong. In the 22 years I’ve been an advisor, I’ve learned that much of the work of providing wealth advice is understanding the psychology of my clients. A lot of what I do […]
Tag Archives | IRA Rollovers
Enough Already with Ignoring Your IRA, 401(k) or 403(b)
What is your next move going to be? Everyone wants to get in better shape, especially as we get older. But for some reason we have trouble taking the right steps in getting started, even though the mirror reminds us every day of our goals (sometimes that mirror also reminds us that the older we […]
Put Your IRA in Good Order to Avoid the crackdown on Penalties!
Is your Traditional IRA or Roth IRA following all the rules? You may assume the answer is yes, but IRA mistakes are far more common than you may realize, and the IRS is gearing up to investigate and penalize them accordingly. The Wall Street Journal reports that in 2006 and 2007 the IRS let about […]
Saving for Retirement: The Impact of Healthcare – HSA
Ever since 2002, health care expenses have grown an average of 6% per year which is well over twice the annual inflation rate of consumer prices overall. This statistic is staggering, but it’s still far too easy to overlook the impact of these rising costs on your retirement. In fact, many people still believe, erroneously, […]
The Biggest Risk Facing Your Retirement: Procrastination
There are many risks that we all face when it comes to retirement. Economic crises, the risk of outliving your savings, and healthcare emergencies are all major concerns. We don’t have control over them however we try to plan around them. The single biggest risk you face as a saver is very different: procrastination. This […]
5 Things You Must Know About Your Old 401(k) or Existing IRA
1) Your old 401(k) is not being managed by the best of the best! 401(k) accounts are great for many things while you’re still employed with your current company, like high contribution limits and matching employer contributions. However, they are usually pretty poor when it comes to choosing investment managers and styles. To make savings […]
Four Tips to Handle Stock Market Volatility
In the wake of the recession in 2008 and the recent economic turmoil in Europe, market volatility is probably a term you’ve become quite familiar with. After the relative calm of the early 2000s, the sometimes violent daily market movements we’ve seen recently have repeatedly stressed and worried even the most experienced investors. In this […]
NY Daily News Video: Interview with Bradford Pine
. Yesterday, 8/8/11, the NY Daily News asked if I would be willing to discuss these uncertain times in the market. I was asked to share my opinions and outlook regarding: . S&P Downgrade of US Debt Europe’s Economic Conditions What Investment Actions am I taking with My Clients? Is Gold a Worthy Investment? US […]
Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event
In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, […]
Powerful Steps for Any Investor: From IRA Rollovers to Financial Planning
Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most […]