• Blog
    Our Blog

Family Wealth

Score One for Goliath...For Now as published in InsideNova.com

May 11, 2018—Plain and simple: If a financial professional is offering you advice about your money, shouldn’t it always be in your best interest? We think so, and have long advocated accordingly. Unfortunately, as of April 30th, big-broker “Goliath” firms scored another victory that continues to suggest otherwise.

Continue Reading

Behavioral Finance: The Far-Reaching Risks of Recency as published in InsideNova.com

April 13,2018—A few articles ago, I introduced the field of behavioral finance, and the threats investors face if they ignore the emotional, instinct-driven side of money management. I promised to follow up with some of the specific biases that impact otherwise rational investors … like recency. It’s a good one to recognize if you’re wondering what to make of recent increases in market volatility.

Continue Reading

March Madness and Investing

March 30, 2018—My favorite annual sporting event is the NCAA Men’s Basketball Tournament. I’m writing this during the first weekend and, wow, what a truly mad season it’s been so far. #13 Buffalo beat #4 Arizona, play-in Syracuse beat #3 Michigan State, and Texas A&M beat #2 UNC. Then, in an upset for the history books, the University of Maryland, Baltimore County (UMBC) Retrievers trounced UVA, the #1 team in the country. Never has a #16 underdog beat a #1 seed in the men’s tournament … by 20 points, no less!

Continue Reading

Behavioral Finance: It's Not Just the Numbers as published in InsideNova.com

March 2, 2018—As a seasoned advisor with a long list of financial credentials, I’d probably be pegged by most people as a “numbers guy.” It’s true, I am quite fond of charts and spreadsheets. But any advisor worth his (or her) salt quickly learns numbers alone aren’t enough to get the job done. We also must be well-versed in behavioral finance, i.e., the many threats investors face from the emotional, instinct-driven side of money management.

Continue Reading

How to Invest in a Volatile Market

February 16, 2018—What should investors do in volatile markets? My advice is the same for all markets: If you’ve got a personalized investment plan, market jitters shouldn’t matter; ignore them and stay the course. If you’ve not yet got a plan, seize the day, and get one.

Continue Reading

Saving for Retirement? Here's How as published in InsideNova.com

February 2, 2018—As a financial planner in the D.C. region, most of my conversations are about my clients’ financial goals – especially the essential end game for most investors: planning for retirement. After that, we usually end up bemoaning the performance of our pro sports teams around these parts. Clearly, I can’t do much about that, but I can tell you the four main factors that contribute to a successful retirement:

Continue Reading

Don't Fall For Investor Scare Tactics as published in InsideNova.com

January 19, 2018—With the U.S. stock market at all-time highs, I’ve noticed a spike in the number of financial gurus predicting it soon will fall – a lot.

Every so often, the market has fallen a lot on its historical trajectory to higher highs. But, while we may wish otherwise, nobody can tell us just when those falls will occur.

Continue Reading

Trending Personal Finance News

white