By Lee Sherman What goes up eventually must come down. Buy low, sell high. With these two adages in mind, investors in commercial real estate are … [Read More...] about Real Estate Investing in the Age of Covid-19

By Peter Mastrantuono Paradoxically, married couples with two earners are often less prepared for retirement than married couples with one earner … [Read More...] about Why Spouses Must Coordinate Their Retirement Plans

By John Drachman “Volatility is picking up,” Lockwood Advisors’ CIO Matt Forester said this week. Whether one C-19 treatment trial succeeds or … [Read More...] about Why Everyone Needs a Sell Strategy

By Thomas Kostigen The average American family spends about $2,000 on summer vacation every year. With the likelihood that holidays will be … [Read More...] about Reallocate Those Travel Budgets

By Nicholas W. Stuller During catastrophic events there is usually something good that comes from them, although with this Coronavirus it can be … [Read More...] about Upsides in Bad Times: Remote Working

By Lee Sherman With cases of Covid-19 striking retirement communities and elderly care facilities with particular intensity and many of us … [Read More...] about Caring for your Elders

By Peter Mastrantuono There is an old Wall Street adage that “stocks climb the stairs up and take the elevator down.” In March it seemed that the … [Read More...] about Do Buffer ETFs Belong in Your Portfolio?

By John Drachman If you’re a former member of the ‘80s “Me Generation,” odds are you may need a source of retirement income sooner than you … [Read More...] about Guaranteed Income for an Unpredictable World

By Thomas Kostigen Must love pets. That could be an interesting requirement for investors looking to match with like-minded financial advisors. Or … [Read More...] about Pet Investing

By Michelle Taylor Today’s reality. We are finding ourselves in the midst of a pandemic where isolation and social distancing is our new normal. … [Read More...] about Widowed and Home Alone

By Lee Sherman Investing in "Saint Stocks," also known as socially responsible investing  (SRI), green, or ethical investing is the mirror opposite … [Read More...] about Investing in Saintly Stocks

By Peter Mastrantuono The legendary investor, Peter Lynch, long ago recommended that Americans “Invest in what you know.” But, does it make … [Read More...] about Invest in What You Know: Pros and Cons