As a financial advisor, one of the most common questions I hear is, “How should I invest for retirement?” In fact, it’s probably a question you’ve asked yourself. With all of the investments available today, it’s easy for the average investor to feel lost in the woods. Fortunately though, there are really only three options… (Read More)
Quarterly Market Review – Second Quarter 2015
The second quarter of 2015 was filled with mixed signals from financial markets around the world. In the U.S., jobless claims fell to their lowest level in 15 years, the S&P 500 reached a new high, but we learned the U.S. economy contracted 0.7% in the first quarter. Around the world, China’s economy slowed to… (Read More)
Quarterly Market Review – First Quarter 2015
By and large, the most recent quarter was filled with plenty of good news for investors, with high U.S. job growth, household wealth at an all-time high, and inflation well below the Fed’s two-percent target. To see how the global capital markets and major asset classes fared in the first quarter of 2015, check out… (Read More)
7 Great Ways to Invest Your Tax Refund
If you’ve read this blog for any length of time, you know I’m not a huge fan of giving the government an interest free loan every year (i.e. tax refunds). But what if you’re like most people and you receive a tax refund this year? What should you do with this sudden increase in wealth?… (Read More)