facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Here's What We Think

Finding the ‘Goldilocks’ Retirement Plan Thumbnail

Finding the ‘Goldilocks’ Retirement Plan

Where do you set aside the money you’re saving for retirement? You likely save for retirement primarily through an employer’s retirement plan. Unfortunately, less than one-half of private sector employers sponsor retirement plans. In part, that may be because of a misconception among smaller employers that think sponsoring a retirement plan is too expensive.The fact is there are workplace retirement plans developed specifically for smaller employers.

Read More
The Only Number That Matters Thumbnail

The Only Number That Matters

If you had to tell somebody about your finances, but could only tell them one thing, what would be the best barometer of whether you were on track to becoming financially successful? I'm sure most of you answered salary, savings, or net worth right? That’s what I hear the most when people start to explain their financial world to me…

Read More
My IDF Guard Duty... And Market Volatility Thumbnail

My IDF Guard Duty... And Market Volatility

The past 7 years the markets have been so consistently positive with little volatility that any downturn now seems apocalyptic. We’ve gotten too comfortable. Market volatility is normal. From 1980 through 2016, as an example, the S&P 500 has had an average inter-year swing of 14% annually! In other words, stuff goes up and down, a lot.

Read More