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The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets

The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets It’s here.  On June 9, 2017, the long awaited Fiduciary Rule for 401(k) plans will arrive.  The wirehouse and broker-dealer community within the investment industry has fought this new rule every step of the... read more

Financial Planning To Do’s For A Family

Financial Planning To Do’s for a Family My wife and I just added our first child to the family so this is a topic that has been weighing on my mind over the last 40 weeks. I will share just one non-financial takeaway from the entire experience.  The global population... read more

The Trump Tax Plan – Naughty or Nice

The Trump Tax Plan: Naughty or Nice? On April 26, 2017, the Trump administration unveiled their new tax plan.  Like Santa coming to town, there was something in it for everyone.  However, some of the kids in your neighborhood are going to get more gifts than others. ... read more

NY Free Tuition – Facts and Myths

NY Free Tuition –  Facts and Myths   On April 9th New York State became the first state to adopt a free tuition program for public schools.  The program was named the “Excelsior Scholarship” and it will take effect the 2017 – 2018 school year.  ... read more

Changes to 2016 Tax Filing Deadlines

Changes to 2016 Tax Filing Deadlines In 2015, a bill was passed that changed tax filing deadlines for certain IRS forms that will impact a lot of filers.  Not only is it important to know the changes so you can prepare and file your return timely but to understand why... read more

A New Year: Should I Make Changes To My Retirement Account?

A New Year:  Should I Make Changes To My Retirement Account? A simple and easy answer to this question would be…..Maybe?  Not only would that answer make this article extremely short, it wouldn’t explain some important items that participants should take into... read more

Where Are We In The Market Cycle?

Where Are We In The Market Cycle? Before you can determine where you are going, you first have to know where you are now.  Seems like a simple concept.  A similar approach is taken when we are developing the investment strategy for our client portfolios.  The question... read more

Traditional vs. Roth IRA’s: Differences, Pros, and Cons

Traditional vs. Roth IRA’s:  Differences, Pros, and Cons  Individual Retirement Accounts (IRA’s) are one of the most popular retirement vehicles available for savers and the purpose of this article is to give a general idea of how IRA’s work, explain the differences... read more