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Archive For: Personal finance

Are You Better Than Average?

In a study done by the New York Times last June, they found that 83% of subscribers believe they are above average, 16% believe they are average and less than .5% believe they are below average. Most people (not just subscribers to the New York Times) believe they are above ... Read More
 

Retirement on Your Mind?

About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that ... Read More
 

Fun Facts On New Years Resolutions

Top 10 New Years Resolution Lose Weight Get Organized Spend less, save more Enjoy life to the fullest Stay fit and healthy Learn something exciting Quit smoking Help others in their dreams Fall in love Spend more time with family 45% of Americans usually make New Years Resolutions 38% of ... Read More
 

Planning for 2017 (Part 2)

After you have looked back at your accomplishments and short-coming for 2016 (being gentle and positive), it’s time to look ahead to 2017 and set some personal financial goals for the upcoming year. These goals should be tied to your values and not items that someone (even your financial planner!) ... Read More
 

Post Election Thoughts

I think most of us wonder what a Trump Presidency will mean to investment markets in the coming months and years. I know one thing: guessing the future is as futile with Mr. Trump in the White House as anyone else who sits there. It seems to be a fundamental ... Read More
 

How to Lose Money

I recently read an article with this title written by Harry Markowitz, the 1990 Nobel Laureate and the father of modern portfolio theory. I was amused and wanted to share his primary points. According to Dr. Markowitz, there are many ways to lose money, of course, but with tongue firmly ... Read More
 

Millennials and Money

Fidelity Investments recently completed a study on the money habits of Millennials (ages 25-35 in the study) and found some facts that make it clear this group of adults is very different from their older cohorts. For example: On average, Millennials have a higher amount saved to cover an emergency ... Read More