Should you make investment decisions based on what you think the Fed will do? Is the Fed “really” trying to keep interest rates low? Click here to read an interesting point of view. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also […]
Considering Central Bank Influence on Yields Read More »
The SEC (Security and Exchange Commission) recently issued an Investor Alert to provide investors with important steps to take regarding their investment accounts should they become victims of identity theft or a data breach. Our goal as a planning firm is to provide you with tools and resources to stay on top of issues and
Identity Theft SEC Alert Read More »
Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently told me and her mom that she really loves writing. She is constantly writing about whatever pops into her mind or whatever experience she has had. Ella has been to
A Child’s View of Why We Need Money Read More »
In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want to give thanks to Steve Laiderman of the Laiderman Law Firm for proof reading and providing suggestions for this article. Many people try to accomplish estate planning by simply titling
10 Dangers of Joint Tenancy Read More »
If you’ve watched or read the news lately then undoubtedly you’ve heard about the issues facing Greece and Puerto Rico. The bottom line is that both countries are struggling financially. Greece cannot pay the $1.5B note on the money they’ve borrowed from the International Monetary Fund (IMB) and Puerto Rico cannot fully repay its $72B
My Thoughts on Greece and Puerto Rico Read More »
I’m very proud to announce that my dad (I mean Phineas Peabody) recently released his first children’s book, “Pint-Sized Pauley and the Giant Volcano”. I apologize for being off financial topic, but I wanted to share his accomplishment. This book is on Amazon in print and Kindle format and at all major bookstores. My dad
I’m Proud To Announce… Read More »
Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease your concern. It is not appropriate for your diversified portfolio to have earned the same monstrous returns that the S&P 500 has lately. Reason being is that the majority of investments in your
by Daniel T. Julius To start with, let’s not hide from the question at hand: Yes, you can “accomplish” estate planning by doing nothing more than putting your spouse and/or children’s names on each of your assets. When you die, the assets to which you have added your family members’ names will automatically pass to
Can’t I Just Put Their Name on the Account? Read More »
I previously wrote about my clients, Paulo and Laura Ribeiro, whose unborn baby was diagnosed with Potter’s Syndrome. As a recap, this is a condition in which the baby’s lungs are undeveloped, meaning that once born, the baby will be unable to breathe and will not survive. I’m very sad to report that the Ribeiro’s
What Would You Do With 10 Minutes? Read More »
I was really mad at God when He allowed my daughter to break her wrist. Looking back I realize how foolish that was considering that I have a client who is facing a much more real danger. A RECIPE FOR DISASTER About 6 weeks ago, I was playing in the front yard with my almost 6
A Bicycle and a Jump Rope Read More »
Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be exact. If you know me, you know that I’m not much of a handyman. I often times joke that I get really anxious / angry when in a home improvement
How To Manage Your Finances Read More »
Check out my experience with a large company and the resulting frustration due to a lack of customer service. This example reminds me that Bigger Is Not Always Better. At our firm, you are more than just a number. Contact us to learn more. If you’re new to our blog, feel free to sign up
(VIDEO) Bigger Is Not Always Better – Part II Read More »
