Articles & Market Commentary

As an advisor, retirement means distributing everything you have saved. You spend the money you saved throughout your working years to fund the last half of your life; doing all the things you dreamed about. On the surface, there doesn’t seem to...

Since the passing of my wife Laura, I've had the opportunity to meet many widows. As a financial advisor, I've been privy to their financial struggles, which often stem from a lack of financial literacy. It's disheartening to see them grappling with...

Retirement is a hot topic in the Wall Street Journal these days, they have almost run an article per week.   They have touched on many points from varying demographics of retirees.  The reoccurring theme is this:  You must have a plan! Planning on...

Altruist  announced a high-yielding cash management account called Altruist Cash.  Some of the key benefits are: Competitive rate. Altruist seeks to provide a competitive interest rate on cash in Altruist Cash accounts by depositing cash at partner...