Altoona, PA – A fellow Investor Coach shared a story about a Senior Citizen on a radio talk show the other day, lamenting about the ultra-low CD rates the banks […]
Archives for 2016
Municipal Bond? Safe or Sham?
09/01/2016 by
State College, PA – It has happened again! Investors depending on municipal bonds for a secure retirement should be concerned. For the second time in three years, the Security and […]
From My Daily Journal
08/31/2016 by
A trend we have noticed among baby boomers that we have recently coached up about global market returns is a lot of people exhibit concern and worried body language. When […]
A Broken Record
08/12/2016 by
The more I study my industry, the more I’m noticing that the news of pessimism, fear, and greed, are always in cycle and at play. The more I identify these […]
Do Not Give Up
08/12/2016 by
For those of you that know me, you know that I am an eternal proactive optimist, balanced with a dose of realism, and a sprinkle of discernment. I have always […]
College Potential Not Promise
08/12/2016 by
I was reading an article recently talking about reinventing college planning. This newly compiled data offers some interesting talking points or conversational topics. It’s estimated that by 2020, 65% of […]
Income – Reverse Engineering
08/12/2016 by
A recent article talked about how a multiplier of eight times your income is the approximate size of the nest egg one would need in order to retire comfortably. In […]
Preparing For Peace of Mind
08/02/2016 by
As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in […]
20 Investment Questions
06/23/2016 by
What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do […]
The Investor’s Dilemma
06/23/2016 by
Investments, income planning, portfolio construction, and tax planning are just a few topics that throw many people into the investor dilemma mindset. We are all emotional individuals; we want to […]
Are You Diversified?
06/23/2016 by
When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple […]
Coin Flipping
06/23/2016 by
There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top […]
Lies
06/23/2016 by
You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the […]
If You Can’t Beat Them, Join Them
01/29/2016 by
Lewisburg, PA – The goal of investing is to get an overall market return. The stock market consists of large cap, small cap, micro cap; value and growth; developed international […]
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