By Peter Mastrantuono A store of value is any asset that can be easily stored and exchanged in the future without a loss in purchasing power. A … [Read More...] about Store of Value: Understanding the Alternatives

By John Drachman If you’re looking at the market with a skeptical eye, the time might be right to unlock your inner contrarian and join the short … [Read More...] about Downbeat Investors Love Short Selling

By Thomas Kostigen The power outages in Texas due to extreme weather have brought to the fore climate-related risks and disasters. Investors should … [Read More...] about Natural Disaster Risks

By MyPerfectFinancialAdvisor Has your financial advisor informed you to find a different financial advisor? It does not happen that often, but when … [Read More...] about Getting Fired by Your Financial Advisor

By Lee Sherman President Joe Biden is on record as saying that wealthy Americans are not paying their “fair share” of taxes. Biden is transparent … [Read More...] about Biden Estate Tax Impact

By Peter Mastrantuono An employer-sponsored retirement plan, like a 401(k), is the primary retirement savings vehicle for 39% of Americans in a … [Read More...] about Failure to Communicate: Couples and Their 401(k)s

By John Drachman Still another consequence of our pandemic era: tighter credit standards. A recent report from the Federal Reserve pointed out … [Read More...] about Covid Has Changed Emergency Fund Plans

By Thomas Kostigen Last week, scientists discovered what they believe is a portal to the fifth dimension. In physics, three dimensions, or … [Read More...] about Three-Dimensional Sustainability

By MyPerfectFinancialAdvisor More Americans voted in the presidential election of 2020 than in any prior year which is obvious proof of the … [Read More...] about Presidents Day 2021

By Lee Sherman If you regularly contribute a portion of your income to charity, you may have found yourself in a situation where you want your … [Read More...] about Taking Back Your Charitable Contribution

By Peter Mastrantuono Americans collectively gathered to watch the much-anticipated Super Bowl match-up between the greatest quarterback in … [Read More...] about Super Bowl LV: Top 4 Financial Planning Takeaways

By John Drachman Part 1 explored the heady levels that concentrated fund portfolios have been delivering to investors. This, Part 2 considers the … [Read More...] about Goldilocks and Diversification Versus Concentration