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Millennials Open to Investment Advice and Help Planning for Retirement
Tuesday, August 21, 2018Asked what they look for in an adviser, Millennials say experience, followed by someone withsimilar demographic qualities as themselves. Two-thirds of Millennials are saving for retirement, Broadridge Financial Solutions learned in a...
Read More16 Rules for Investment Success
Wednesday, April 11, 2018Originally published as an article1 by Sir John Templeton nearly 25 years ago, the core principles are as relevant today as ever. I think you'll especially appreciate Rule #8. Click here to review the article.
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Six Things to Know About 529 Plans
Monday, April 2, 2018A 529 plan can be confusing—know these important details Key takeaways There are no limits on who can open a 529 college savings plan or who can contribute. 529 plan savings can cover a range of educational expenses, in addition...
Read MoreWhy the Dow's Big Drop Wasn't All That
Sunday, February 11, 2018Wall Street made history Monday afternoon when the Dow Jones Industrial Average closed down 1,175.21 points, or 4.6%. That 1,175-point drop was the Dow's largest single-day point decline since the market indicator was created in 1896....
Read MoreThis is Just a Correction…
Friday, February 9, 2018Last year US stock markets experienced the least volatile year on record, hitting new highs seemingly every day. Then came the tax reform bill to end 2017, and a huge January with the S&P 500 rising 5.6%. Investors, especially...
Read MoreMarket Volatility
Wednesday, February 7, 2018
Monday's (2/5/18) drop of 1,175 points for the Dow was the largest single-day point loss ever. But convert it to a percentage and that day's -4.60% decline doesn't even register in the top 100 largest single-day losses. And as...
Read MoreMarkets Have Been Waiting for a Pullback
Tuesday, February 6, 2018Last Friday, equity markets fell sharply, with the Dow Jones Industrial Average dropping 666 pointsor 2.54%. This decline represented the largest single-day percentage loss since a 3.4% fall in June,2016. Similarly, the S&P 500 sank 2...
Read More4th Quarter Outlook
Wednesday, January 17, 2018
The fourth quarter capped off a remarkable year for stock markets around the world. U.S. Stocks, as measured by the S&P 500, returned 6.6% for the quarter and 21.8% for the year1. International Stocks as measured by the MSCI EAFE Index...
Read MoreGlobal Investment Outlook: Market Opportunities
Friday, August 4, 2017
https://youtu.be/OaCe7viKquc PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or...
Read MoreCongratulations to Fahrenheit and Lola!
Friday, May 5, 2017We are proud to share that Fahrenheit and Lola have been named Best Romantic Restaurant and Best Restaurant in Cleveland, OH by the readers of Cleveland Scene! Best Romantic Restaurant Fahrenheit Rocco Whalen was on the cutting edge of...
Read MoreHow Much is an Advisor Worth?
Friday, April 28, 2017Have you ever wondered if it is worth having an advisor? Some would say it is definitely worth it plus more. http://www.thinkadvisor.com/2017/04/04/how-much-is-an-advisor-worth-much-more-than-they-c#.WQOT-W0TpLo.email
Read MoreShould I Wait for the Market Correction?
Tuesday, February 21, 2017Wondering if you should wait for a market correction. Here is an article discussing just that topic. Should I Wait for the Market Correction?
Read MoreEight Little-Known Advantages of Roth IRAs
Monday, January 23, 2017http://www.wealthmanagement.com/retirement-planning/eight-little-known-advantages-roth-iras
Read MoreFour Steps to Valuing an Estate
Tuesday, October 11, 2016Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an Estate Select the date of calculation. Because...
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