By John Drachman With clients able to make trades from commission-free accounts – even in fractional shares – the lustrous sounding obligation for … [Read More...] about Does ‘Best Execution’ Still Matter?
By Thomas Kostigen A couple of years ago data overtook oil as the most valuable commodity in the world. Data as information is one valuable form of … [Read More...] about Remote Working’s Energy Realities
By MyPerfectFinancialAdvisor A relative of one of our team has put all their investable assets into one asset class. While it is theoretically … [Read More...] about The Dangers of Being “All-In”
By Lee Sherman Inheriting an IRA can be a financial boon but in order to get the most from it, you’ll want to understand not only how one works but … [Read More...] about You’ve inherited an IRA: Now What?
By Nicholas Stuller and Peter Mastrantuono Market bubbles occur when investors’ excess enthusiasm drives asset prices well beyond any reasonable … [Read More...] about The Greater Fool Theory: Investment and Ethical Implications
By Thomas Kostigen Leadership in Energy and Environmental Design, or LEED, certification is the gold standard for green building worldwide. It … [Read More...] about Is LEED A Good Investment Lead?
By John Drachman Pop quiz. When was the last time you thought about who would get access to your most critical asset information and financial … [Read More...] about Secure Digital Records Now
By Lee Sherman Making sure your wishes are carried on when you pass is the primary goal of estate planning. But you will also want to make sure … [Read More...] about Best Ways to Leave Real Estate to Your Kids
By Peter Mastrantuono Is meme investing “a totally nihilistic parody of actual investing” as one well-regarded Wall Street veteran claimed, or is … [Read More...] about Meme Investing: The Next New Thing or Cautionary Tale?
By Thomas Kostigen “Buy American.” We hear it often, whether it’s to support local businesses, U.S. labor, or for environmental reasons, such as … [Read More...] about Buy American, Invest American?
By John Drachman Margin investing can offer flexibility, but it must be done with care. One way to manage margin risk is to take time to shop … [Read More...] about Attention Margin Shoppers
By Lee Sherman For most people, their home is their most valuable asset. It not only provides shelter but also can be a source of short-term cash. … [Read More...] about Should You Use a HELOC?