Think about the money you're counting on for retirement. If you're still working, you may be participating in a 401(k) plan. You have a pension plan benefit, and an IRA or two on the side. If you've been thrifty over the years, you may...Read More
This blog offers our perspectives from the investment world and a variety of concepts from the financial industry. We also follow the news and expound upon events that have the potential to impact investors. We’re glad to have you reading along!
Avoiding Common Errors When You File Your Taxes The dawn of 2017 brings opportunities to create new resolutions or plans for the next 12 months — and also marks the beginning of tax season. While tax day on April 18th can seem...Read More
An Investec Wealth Strategy… Many of us are creatures of habit. We find a restaurant we like, and we eat there often. We discover a vacation spot we enjoy, and we travel there year after year. We find a dentist or doctor we...Read More
Have you’ve ever felt a rush of excitement at making a big purchase? Or have you experienced feelings of shame at making a financial mistake? Does looking at your net worth statement give you a sense of accomplishment? If so,...Read More
Procrastinators, listen up! Most of us have not yet gotten around to signing up for our membership in the Procrastinators' Club. But that's a topic for another day, agreed? More important, many of us keep postponing estate planning....Read More
“Why would someone like me need to work with a financial advisor?” This was my question a few years ago as I approached retirement from a large energy firm. I could look after our lifetime savings myself. After all, I had...Read More