Greg Heller discusses what a Registered Investment Advisor is in article in U.S. News & World Report
CEO Greg Heller is quoted in U.S. News & World Report, discussing the qualities of a Registered Investment Advisor, typical ranges for fees, and more.
Greg Heller shares why talking about money helps you hold on to it in article in NBC
CEO Greg Heller is quoted in NBC discussing how having frank discussions about your finances can help people make better decisions, avoid critical mistakes, set attainable goals, and demystify the subject of money.
Climbing The Proverbial ‘Wall of Worry’
Stocks got off to a strong start in Q1 2017, despite the myriad of calls that the market was overvalued and stocks were overdue for a big correction. Despite all of the negative headlines in the media, worries over geopolitical events, delays in Washington, etc., stocks have experienced less than a 3% pullback so far […]
Will Your Medicare Premium Be Increasing?
Medicare is the federal health insurance program for people aged 65 and older. It is also available to certain younger people with disabilities and those with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant). Medicare consists of 4 parts: • Part A – Hospital Insurance• Part B – Medical Insurance• Part C […]
Department of Labor – Fiduciary Rule
The Department of Labor Fiduciary Rule In 2016 the Department of Labor released its final rule amending the definition of a fiduciary on retirement accounts. This proposal, often called the “Conflict of Interest Rule” or “Fiduciary Rule,” requires all financial professionals who work with retirement plans or provide retirement planning advice to act as a […]
Does the ‘Trump Rally’ Have Legs?
Before we discuss the Trump rally and if it has legs, it is instructive to recap 2016 and how our views and portfolio positioning played out relative to the markets. One of the things our firm does differently than most is how we proactively manage risk in client accounts. When we see red flags beginning […]
IRA Rules for RMDs & Other Withdrawals
You have spent years accumulating assets in your IRA. If you contributed to a traditional IRA, you took a tax benefit during the year you made the contribution(s) by deducting this amount on your tax return. Your earnings can potentially grow tax-deferred until you withdraw the money. If you contributed to a Roth IRA, you […]
Year-End Tax Planning
As 2016 comes to a close, it is a good time to focus on your year-end tax planning. Whether you are having a good year or rebounding from recent losses, you may be able to save some money on your taxes if you make the right moves before the end of the year. Three moves […]
Trump’d
What happened? Last night Donald Trump won a surprise victory in the US presidential election. The victory initially shocked global markets, which had been pricing in the likelihood of a Clinton victory. The initial reaction was heavy selling in overnight markets. At one point, S&P 500 future were down -5%, the downside limit in overnight […]
Are We In The Late Innings Of This Business Cycle?
The current bull market (which began in 2009) will soon be entering its 9th year of expansion. That is quite a long time for a bull market to run without interruption, actually one of the longest on record. This has some investors worrying that we are getting into the late innings of this business cycle, […]