Category: Individual

Volatility, China, and Oil

by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced

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The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands

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Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth?

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Identity Theft SEC Alert

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

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10 Dangers of Joint Tenancy

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

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I’m Proud To Announce…

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

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