The clients that invest according to our recommendations are well diversified. The principal of diversification is that by having money in different stocks or different kinds of investments, major losses are much less likely to happen. Diversification of...
Anyone involved even a little bit on the internet, has heard of the problems with the U.S. Mail by now. During the pre-election period, expense cutbacks were widely talked about. News reports of sorting machines being removed were on...
By now, anyone who owns a home or even just owns a computer knows that there are more than enough people out there who are waiting to commit fraud against you. Yes, we are all aware of the most obvious methods, but the bad guys are pretty clever and can...
Just having a 529 plan for your child or grandchild might not be good enough. The advantages of saving in a 529 plan are well-known insofar any investment gains would not be taxable when withdrawn for qualified expenses. In Pennsylvania, deposits to a 529 plan are...
What will the effects of the Ukraine invasion and its sanctions be on the US Economy? As you might have expected, the fierce resistance the Ukrainian people surprised most of the prognosticators. The original expectation of another version of the six-day war has not...
Thinking of Retiring? Life Decisions are as Important as the Financial Decisions When a person asks me about retiring, we generally are addressing the financial aspects of the retirement equation. Using our Goal Planning and Management software, we are able to...
