By Lee Sherman They say you're never too old to start investing for the future. But how about when you're young? If you've somehow been lucky … [Read More...] about Smart Rules for Wealthy Young Investors

By Peter Mastrantuono The conventional approach to wealth management isn’t always the best strategy for self-employed individuals and … [Read More...] about Wealth Management for the Self-Employed

By John Drachman Looking for something new to do while sheltering in place? Whether you are 40 or 100 today could be the perfect time to start … [Read More...] about It’s Your Funeral (Should You Pre-Pay?)

By Thomas Kostigen At 7 pm the world over people emerge from their homes and clap in honor of the healthcare workers who are working tirelessly to … [Read More...] about Who Wants Robo Financial Advice During A Pandemic?

By MyPerfectFinancialAdvisor On this Memorial Day we honor and remember those men and women in the military who made the ultimate sacrifice and … [Read More...] about Memorial Day and Remembering

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?