How did you learn to manage money and understand the value of investing? Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself? The reality is that many of us did learn through trial...
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suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients. However, many times when clients come to our firm the investments they have are not...
Since President Trump announced his intention to impose tariffs on all countries the stock market has been reacting-based on investor concerns in reaction to the media. All indications at the time of this writing are that the tariffs would be applied to all countries, although that remains unknown. This development has...
For those of you that have ever hired a personal trainer–you know what that experience is all about. The first day is the one that you will never forget because it was hard both physically and mentally. You probably found out that you weren’t as strong as you thought you were...
Now that tax season is done for the most part and everyone who could and wanted to contributed to their IRA’s for 2014 have completed that I would like to really focus on a piece that many of us overlook. Many of us are just so busy we forget...
Just a reminder, this is IRA season and below are some key numbers to pay attention to. For 2014, here is the max contribution limits: Traditional IRA – $5,500 ($6,500 if you are 50 and older) Roth IRA – $5,500 ($6,500 if you are 50 and older) SEP IRA...