From the Wealth Protection Tag

Financial Preparations for a Disaster

Our hearts go out to the residents of Boston. As they and residents of areas affected by destructive events know, a disaster can bring about not only emotional hardship, but financial hardship, as well. […]

Feeling the Tax Pinch? Gain Perspective Here.

Tax rates for families making more than $450K and individuals making more than $400K have gone up due to the recent fiscal cliff negotiations. While it may feel unfair, effective tax rates still are […]

A Thermometer That Measures Stress

The 2008 crash reminded investors that – like us during the holiday season – the financial system can also crash under stress. But how can something as intangible as stress in the financial system […]

Market Got You Down? The Silver Lining: Stocks Still Reign Over Cash

Most economists agree that 2000 marked the beginning of a secular bear market. Secular markets describe 10-20 year spans of new market highs (secular bull markets) or market declines of at least 40% (secular […]

Your 7-Step Natural Disaster Checklist for Financial Security

Hurricane Sandy affected over 8 million people in the Tri-State area when it made landfall on October 29, 2012.  Millions in New York and New Jersey lost power, as well as access to food […]

Are Actively Managed Funds Worth the Expense Ratio?

Investment management fees have always been a hot topic – in particular, fees that aren’t explicit.  A fund’s management fee—e.g., its “expense ratio”—falls in that category.  This fee reflects the cost of running a […]

QE 3 and Money Moves in a Low Interest Rate Environment

The Federal Reserve put a third round of quantitative easing in place on September 13th. The Fed pledged to buy $40B of mortgage-backed securities each month until the unemployment rate falls below 7%. Analysts […]

Top 5 401K Service Provider Hidden Tricks

Running a 401K plan at times may feel like being a parent watching five 2-year-old children while attempting to cook a meal. Unfortunately since we’re not gifted to be able to focus on several […]

Retiree Portfolio Checklist

I recently completed Q2 2011 performance reviews with my clients. While strategies shouldn’t change drastically from quarter to quarter, it’s important to continuously check in to ensure that investments are still aligned with each […]

Is Your Advisor a Trader or Investor?

Recently, I went to lunch with a colleague and friend who is also a hedge fund manager and well known in the hedge fund community. He was noticeably more irritable than when I last […]