The Devil’s Financial Dictionary
There is an endless amount of terminology that surrounds the finance and investment industries. It can certainly be confusing to the average investor, and may be responsible for some uncertainty when it comes to how to invest and which advisor to trust. The Devil’s Financial Dictionary is a book that has recently been released by […]
Surprising New Changes To Social Security
Recently, Congress included surprising Social Security rule changes in the 2016 budget legislation. The bill has now become law and the updated rules will become permanent over a phase-in time period. We wanted to reach out to all of our clients to help better explain what you may be hearing in the news and describe […]
Three Ways to Curb Holiday Spending
The holidays are right around the corner, and it’s time to start thinking about gift shopping, parties, and all the other spending that goes along with them. It’s nothing new that the holidays are expensive. However, it is important to set a budget and avoid overspending during this time of year. This Reuters article discusses […]
A Look Into The Recent Social Security Changes
Last week, Congress passed their “Bipartisan Budget Act of 2015.” Among the typical budgetary items, there are a few alterations that will impact the Social Security benefit filing system. Anyone who turns 62 in 2016 or later will no longer be able to take advantage of the “file-and-suspend” strategy for the purpose of receiving spousal […]
Is Your Smartphone Making You a Not-So-Smart Investor?
In a recent WSJ article, they talk about the how smart phone “investment apps” are causing investors to react to short-term market swings and abandoning their long-term established financial plans. Behavioral economists call this tendency, “myopic loss aversion”- and it can be incredibly costly. Click on the link above to read the full article!
