By Brian Weisberger, Investment Analyst For the last couple years while I have been out at various social gatherings, I inevitably get into that conversation with people wanting to know why I still talk about having a globally diversified portfolio.  It is typically pointed out that the U.S. markets have been doing so great and […]

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor We are half-way through 2015; tax season is over and summer has officially begun!  Besides summer vacations, backyard BBQs and just simply enjoying the warm weather, summer is a good time to give yourself a financial check-up to make sure you are still on track. Here are a few […]

By Cindy Szymanski, CFP®, Financial Advisor For most of us the 2014 tax filing season is over. If you recently filed your return, but have not yet received your refund, you need to be vigilant on keeping track of your refund status, because tax Identity theft continues to be a real problem. For example, you […]

By Rick Bloom, J.D., CPA A couple weeks ago I was a speaker at the Observer & Eccentric Spring Expo in Livonia. My topic was retirement and making sure that your money lasts. During and after the talk, I was asked a number of questions I thought I would highlight here. One of the questions […]

By Jack K. Riashi, Jr. CFP®, Financial Advisor Would you trust your hard-earned savings on a robot investment advisor?  It seems that about $3 billion+ in assets under management with various robo investment advisory firms is proof that investors, to some degree, have enough trust in them, thus far.  In fact, large brokerage firms like […]

This is Why We Globally Diversify

   By Brian Weisberger, Investment Analyst Besides everyone doing the mad scramble to complete their taxes by April 15, this is also a good time to reflect on the market and your portfolio’s first quarter performance.  Now, if you listen to the business news channels and they are talking about this sluggish market that is […]

Last Minute Tax Tips

By Cindy Szymanski, CFP® Financial Advisor, Bloom Asset Management Spring is here and if you haven’t done so yet, you have less than two weeks to finish your tax return or file an extension. If you find that you owe Uncle Sam, but haven’t finalized your return yet, here are a few items that, if […]

Kids and the markets

By Brian Weisberger, Investment Analyst I was recently having a discussion with some friends about how to introduce their kid to investing in the markets.  We reflected back to when we were in middle school and teachers gave an assignment where we were giving $1,000 in mock money (that was big money for middle schoolers […]

By Scott Whyte, AAMS, Financial Advisor Bloom Asset Management Recently I wrote a blog on what types of social security benefits might be available for a divorced spouse.  Another area of social security benefits that is important for those who are married is the rights of widows and widowers to be able to qualify for […]

New Tax Laws Come with New Tax Forms

By Cindy Szymanski, CFP®, Financial Advisor Bloom Asset Management         The Affordable Care Act (ACA) or Obamacare, as it is commonly referred to, has some key tax reporting provisions for the 2014 tax filing season.  Before reviewing how and if you have to report, let’s review some new terms: Minimum Essential Coverage […]

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