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Three great ways you can control rising health care costs
Technology is helping benefit managers save time and a few headaches. But all these new "shiny metal objects" are distracting employers from focusing on the one strategy that has stood the test of time.
Is socially responsible investing a fad, or the future?
In the last few years, many have expressed increased interest in sustainable investing and/or socially responsible investing as a new way to protect our planet, both environmentally and socially.
If you think tax season is over, you need to think again
Most of us want to forget about tax season the minute our returns are filed. Just because tax season is over, however, doesn’t mean you should forget about taxes until next year. Now is the time to start planning.
Investors: How to know when to hold 'em and when to fold 'em
One of the more difficult decisions for a portfolio manager is knowing when to sell a stock. In general, if you own a well-run business with a solid history of profitability, the vast majority of the time holding a company through a contracting business cycle is the right call; but not always. And there's the rub. How do you kno[...]
How investing is like driving your car
During my career as a Wealth Management Advisor, I have met with thousands of investors. I have observed clients that have made mistakes based on emotional decisions and I have met with clients that have made lucky decisions. However, I noticed a trend with the habits and decisions made by many people with wealth.
Navigating the changing waters of health care
The relationship between payers, providers and patients has long been mired by complexity and mistrust. EOC and bundled payments are a progressive, outcomes-based model that reduces low value transaction costs.
Why you should consider alternative investments
Yale University's endowment returned 16.62 percent per year between 1985 and 2008. The S&P 500 Index returned 11.98 percent. So how did Yale do it? And how can you use its strategy?
How pro athletes should handle all that newfound wealth
For many college basketball players, the NBA draft season is a defining moment in their careers. If chosen to play at the next level, these players will experience an increase in cash flow in the form of high salaries and big endorsements.
Watch out for the bond bear market
When interest rates rise, the price of bonds decrease. As the price of bonds decrease, investors will see depreciation in their bond funds. So what should investors do in a time of rising interest rates?
Financial planning for the greater good
I recently had a friend from high school leave friends and family behind after a long battle with cancer. Cancer and many other diseases do not discriminate. Unless you are directly involved in the research of these diseases, it is hard to determine how to make a difference. For many people, planned giving is the answer.
Keeping perspective in a volatile market: Focus on what you can control
Stock market volatility in the first quarter of this year has shaken investor’s confidence. The media is fear-mongering and investors are worried.
Why you don't need to fear a bear market
With memories of 2008 looming for many investors, it’s human nature to want to avoid the same mistake twice. However, it is important to remain calm – especially if you are a U.S investor.
