Uncategorized

Please find attached our Market Review.  This is the 2nd straight quarter with positive returns for all major stock and bond asset classes. Q3 2017 As always, please reach out with any questions.

Please find attached our 2nd Quarter Market Review.  At the end of the report we included some research that looks into the relationship between the stock market and a rising interest rate environment. Q2 2017

Quick Summary: • Waiting beyond Full Retirement Age (FRA) is the least popular time to claim benefits, however it might offer the most reward • If you are still working beyond FRA, you should consider a delayed file date • Your health and family history are valid considerations for a delayed file date • Your filing date…

Quick Summary: While most articles talk about the benefits of delaying Social Security, there are still valid reasons to consider filing early If you are still working full time you should wait till at least Full Retirement Age Your health is a valid consideration for determining when to file Your filing date is best determined not as…

Part 1: The Basics Quick Summary: Filing for Social Security is one of the most important decisions for a retiree There are valid reasons to file early - as well as delaying until a later age The most common age to file for benefits is 62. Many of these early filers would have likely been better off…

The stock market continued its positive momentum from the end of 2016 with well above average returns for the first quarter of this year. Q1 2017 Just like we try not to become too anxious or concerned when the market is under-performing, it is equally important to not become too excited or emotionally invested in times of…

Please find attached our 2016 Annual Market Review. 2016 Market Review 2016 proved to be a great lesson for the merits of a disciplined and diversified approach.  While the year got off to a rocky start, and there were some unexpected twists and turns along the way, all the major assets classes ended up with positive returns…

We have officially entered the home stretch of 2016.  Before this year becomes history, there are a number of items to consider to make sure you take full advantage of planning opportunities while avoiding costly mistakes. Here is our list of the top 8 things to consider: 1) Capture Tax-Losses:  This is something we look to do every…

Attached is our Quarterly Market Review which highlights the performance of the global asset classes for the 3rd quarter of 2016. Q3 2016 At the end of this report, we included a commentary on investing during a presidential election.  This is a common concern that we try to address with some historical perspective. As always, please feel…

We are excited to announce our teaching schedule at both Main Line School Night  and Hatboro-Horsham Adult Evening School for this Fall. We would love to see some familiar faces at our classes and any of our existing clients that are looking to deepen their knowledge can do so tuition-free!  Please contact us directly if you are…