Category Archive: Financial Health

Market Volatility – Our Thoughts

I would begin by saying Happy New Year but, unfortunately, in the financial world this new year has been anything but happy. US equity indexes are off to their worst start in history, with the S&P 500 Index down more than 8% since the ball dropped in Times Square less than 3 weeks ago. Similar …

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Baffled by College Costs? Me Too

It’s a conversation many of us have over the dinner table or with our colleagues at work: “I can’t believe the cost of college.” It is a very reasonable statement when you consider that many private colleges cost $40,000+ per year. My alma mater, New York University, is now over $50,000 per year. The question …

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Rising Interest Rates and the Fed “Taper Tantrum”

10 yr treasury chart JD

Volatility has returned to the financial markets with a vengeance! The fixed income (bond) market as well as the equity markets have experienced extreme price swings and declines these past few weeks; sparked by fear that we have entered a rising interest rate environment much sooner than many expected. Although it has been obvious to …

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Important Financial Considerations for Divorced or Separated Women

If you are divorced or separated, the decisions you make about money will play a large role in your future financial security.  While we all know that money itself can’t buy or ensure happiness, your ability to manage your money will to a large extent dictate whether you will be able to reach a comfortable …

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Financial Planning: What’s Your Process?

I’ve been in the business for a while at this point. I’ve heard many stories from financial advisors about how they lead initial consultations and what the different methods are which they use to extract vital information from clients. The problem we often face as advisors is that clients offer us a decent amount of …

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Lessons learned from Steve Jobs

Financial advisers should ‘think different,’ just as Apple’s technology visionary did As appeared in “Investment News” There is plenty that financial advisers can learn from the late Steve Jobs. Often compared to Thomas Edison and Walt Disney, Mr. Jobs is recognized as one of the greatest visionaries of our time. He dazzled the technology world …

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