By Dave Coen – along with information provided by Jillian C. Kinsey, Esq. Albrecht & Barney attorneys Having a team of professionals working together on your behalf is something that I recommend to my clients. I would suggest that your Financial Advisor, a Competent CPA, and a Trust Attorney are 3 essentials for many families, no matter how small you think … [Read more...]
3 Things – Inspiration, Rebalance, Perspective
May 1, 2020 by
Rebalance - - One of the services we offer our clients is to rebalance their individual portfolio’s as market conditions change. Our Investment Committee has been working hard in identifying opportunities and fund performances and will be implementing another rebalance on our clients’ portfolios this coming Monday based on each family’s goals and risk … [Read more...]
Looking Back to Look Forward
April 16, 2020 by
By Dave Coen “Your Past is not your Future” – We hear that often, and it is a true statement. Our future does not have to be defined by what happened previously. But we can learn from our past in order to improve our future. John Maxwell, in his book “Failing Forward” said, “It does not matter if you fall down, as long as you pick up something from the … [Read more...]
5 Financial Questions to ask myself now
April 2, 2020 by
By Dave Coen People around the world are understandably worried, not only about the safety of their loved ones, but also about the status of their life savings. In turn, financial advisors are working hard to help their clients think about (sometimes substantive) mid-course corrections to their plans. At the same time, advisors are making sure clients … [Read more...]
What You Need To Know About Recessions And Bear Markets
March 12, 2020 by
As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns, today we’ll share what you need to know about recessions and bear … [Read more...]
How Receiving An Inheritance Affects Financial Aid
March 11, 2020 by
By Dave Coen Inheritances are bittersweet—the last generous gift we receive from a loved one. And while they are meant to help us financially, they also have the potential to do damage if not handled correctly. See, receiving an inheritance can influence your child’s financial aid eligibility. Depending on the size of the inheritance, your child may lose … [Read more...]
Keeping Perspective During Our Recent Market Turmoil
February 26, 2020 by
By Dave Coen If you have seen or heard any news in the past two days, you are well aware of the market sell-off going on. Often, when headlines declare market losses, emotions run high and it’s hard to keep perspective. Concern is definitely warranted, but I want to give you some ways to keep a level head when market fluctuations, like the ones this week, get … [Read more...]
7 Rules Of Investing
February 23, 2020 by
By Dave Coen When it comes to the financial world, things can get complicated very quickly. If you Google “investment principles,” you are going to get an exorbitant amount of advice, some of it even contradictory. So how can you tap into the secret of investing with the overload of information out there? How do you invest in a way that will help you build … [Read more...]
Why You Should Consider Opening A Roth IRA For Your Child
February 7, 2020 by
By Dave Coen You may think Roth IRAs are only for working adults who have retirement on the brain. But think again! Roth IRAs are the unsung heroes of the investing world—and they’re an excellent savings vehicle for kids. Want to know more? Here are 4 reasons why you should consider opening a Roth IRA for your child. 1. They Can Withdraw Contributions At Any … [Read more...]
Medicare Changes In 2020
February 6, 2020 by
By Dave Coen There are many confusing aspects of retirement, like how and when to claim Social Security, figuring out what accounts to withdraw from first, and most definitely which Medicare plan is right for you. It doesn’t help that Medicare likes to change things on us from time to time. So, before you make any Medicare decisions this year, here’s a rundown … [Read more...]
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