At some point, nearly everyone has frequented one of the most popular lenders: BOMAD—otherwise known as the Bank of Mom and Dad. Read more…
Common Scenarios That Call for Deeper Financial Expertise
Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Read more…
Should You Refinance Your Mortgage Because Rates Are Low?
With mortgage rates near historic lows, it seems like all anyone who owns a home talks about right now is refinancing. If you own, too, you might wonder: Is now the time to refinance your mortgage? Read more…
If You Were to Fall Ill, Would Your Business Be Set Up for a Successful Transfer?
The business community has certainly felt the impact of the pandemic — so much so that the number of active business owners fell by 3.3 million between February and April 2020. That’s a 22% decline, the largest on record. Small businesses were hit the hardest, but nearly half have said they’re now Read more…
Self-Employed? Here’s What You Need To Know About Retirement Planning
In 2019, more than 16 million American workers were self-employed. In 2020, the coronavirus pandemic forced even more Americans to become their own bosses. Read more…
How Hindsight Bias Can Impact Your Investment Decisions
“I said it would happen.” “It had to happen.” “I knew it would happen.” You’ve probably made statements like these at one point or another. That’s because once an event occurs, our brains immediately connect the new information from what happened to related knowledge stored in our memory. By making Read more…
Make the Most of Your New Hourly Role
The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…
New Year Planning Tips and Resources
As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…
How to Hack Your Health Savings Account to Capitalize on its Tax Advantages
It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…
Myopic Loss Aversion
How often do you look at the stock market or check your investment portfolio? The Digital Age has made access to stock market data and real-time portfolio values increasingly easy. The problem with easier access to real-time market data is that investors can lose sight of the big picture as their Read more…
