Oct 7, 2016 | Wealth Management
Earlier this week, Blackrock announced that it is dropping its expense ratio on 15 ETFs to 0.05% or less in most cases. Yesterday, Charles Schwab countered by lowering its fees in 5 of its ETFs. Also, happening this week was Merrill Lynch’s announcement that it...
Sep 23, 2016 | Wealth Management
What’s the biggest obstacle to an early or comfortable retirement? Your car, which sucks up money that could multiply many times over in a good retirement account. Unless, of course, you are already limiting your driving costs to the bare minimum. “Kicking...
Sep 2, 2016 | Wealth Management
Buying real estate has become more than just finding a place to live. Investing in real estate has become increasingly popular over the last 50 years and has become a common investment vehicle. The average homeowner in the US typically has a significant portion of...
Aug 26, 2016 | Financial Planning, Wealth Management
Britain’s decision to exit the European Union is quite easily the most visible head scratching event this year outside of Ryan Lochte’s Hollywood Style episode at a Rio gas station. While the exit matters greatly to Europe, does it matter to America and more...
Aug 19, 2016 | Financial Planning, Wealth Management
Ten years ago, thousands of Blockbuster Video stores occupied buildings all over the country, renting DVDs and selling popcorn. Today, all the stores are gone. The company’s shares that once traded for $30 was sold in a bankruptcy auction. That movie is now playing...
Aug 10, 2016 | Financial Planning, Wealth Management
There are two key uncertainties facing investors now: Where are we in the business cycle? U.S. companies in their quarterly results revealed their largest annual profit decline since the recession, suggesting that the economy and stocks are moving toward the...
