“It Pays to Stick with Your Retirement Plan.”

This morning I came across a wonderful article on the CNBC personal financial planning website, written by staff member Tom Anderson, on the subject of building wealth in a 401(k) plan. The title is,“Get a 654 percent return by sticking with your 401(k)” Here...

Risk Mitigation

The Brexit vote ushered in a huge spike in volatility, and knocked the market back to “correction” territory for the second time this year. Although it is never comfortable to experience a sudden market retreat, it is very helpful to embrace the “stress test” by...

Save Yourself!

Saving and Budgeting It is retirement funding season, and a good time to examine our savings habits and methodologies. There is no question that the average saver is struggling to put aside the amount of capital necessary to provide for a comfortable retirement, and...

Managing Volatility

Volatility is back. As investors, we need to learn from the mistakes of the past and manage volatility with discipline and an eye for opportunity. The stock market offers liquid and easy participation in entrepreneurship and innovation. However, as Brian Portnoy,...

The Price of Oil Has Been Collapsing Since the Summer of 2014

How Can We Benefit from Lower Oil? The price of oil has been falling since the summer of 2014, but for a brief rally in the first quarter of 2015. This last dramatic leg down, beginning in May, is considered one of the catalysts for the current stock market...