Planning for Long Term Care

Why You Should Monitor Your Credit

Thanks to the internet, monitoring your credit report and credit score is easier than ever... helping us all stay one step ahead of identity theft. 

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. It is up to you to take every precaution you possibly can, but even that may not be enough. You also need to stay abreast of how they are changing their tactics:

Collector automobiles: What’s the deal with Barrett-Jackson anyway?

As an automotive enthusiast, I follow the collector car market very closely. Four major companies handle the majority of automobile auctions throughout the year: Barrett-Jackson (mostly American classics), RM Sotheby’s (mostly European exotics and pre-war models), Bonham’s (similar to Sotheby’s), and Mecum (a little bit of everything).

The UK Referendum: An Update

As of this posting, international investment markets have mostly recovered from the shock of the UK's referendum to exit the European Union. However, there is still plenty for leaders and policymakers to negotiate and deliberate, as we expect they will for months to come. This episode is indeed far from its conclusion. 

My experience sitting for the CFA Program Level I exam

Last Saturday thousands of candidates around the globe sat for one of three successive exams that comprise the CFA Program. I was one of them. My location, the Richmond Convention Center, hosted around 250 eager test-takers for the 6-hour endeavor which was bisected by a one hour lunch break.

Is an Investment Advisor Really Worth the Investment Advisory Fee?

Fees within the financial services industry have come under fire recently, as regulators and investors alike evaluate whether financial advisors, stockbrokers, and asset managers earn their fees.

The Keys to Building Wealth

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Professional Designations - A Quick Primer

The financial services industry is a wide and deep pool of ever-changing information. Knowledge of stocks, mutual funds, annuities, financial planning, insurance products, and a conceptual framework of taxes are just a few examples of the tools a good financial advisor must have in his toolbox.

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