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  By Jack K. Riashi, Jr., CFP® I read an interesting article the other day that was written by one of my peers in the industry, Craig L. Israelsen. Mr. Israelsen was making the point that it is a real challenge for individual investors to stay away from comparing their portfolios to one particular market [...]

Save Early, Save Often

By Scott Whyte, AAMS®, Financial Advisor         I believe many people invest with the mistaken assumption that what you invest in is what matters most as opposed to how much and how often you invest. Now, I certainly would agree that what you invest in matters quite a bit. However, when you [...]

By Cynthia Szymanski, CFP® Financial Advisor It’s official – tax season is here! The IRS started accepting tax returns at the end of last month. Whether you have a tax professional prepare your tax return or you complete it yourself, new tax laws will make this year and the next couple of years more complicated [...]

By Brian Weisberger, Investment Analyst This is your Independence Day!  No longer will you be dependent on foreign countries to supply your needs.  From this day forward we can operate as an independent global power… in Energy!  Since oil was first discovered in Texas more than a century ago, the U.S. energy industry has had [...]

By Jonathan Goldberg, J.D., CPA If you have been named the personal representative of someone’s estate, you have been charged with protecting a deceased person’s property until all debts and taxes have been paid, and seeing that what remains of the assets are transferred to the deceased’s heirs according to their wishes. Unfortunately, being a [...]

By Jack Riashi, Jr., CFP® Now that the Super Bowl is over, it’s time to look at the impact the game might have on the stock market. Not because of the amount of revenue a huge sporting event like the Super Bowl generates for the economy, but rather the infamous Super Bowl Indicator for the [...]

By Ken Bloom, J.D., LLM Every year at this time I am amused when reading the investment publications, financial websites or hearing on TV shows that trumpet market predictions for the coming year. CNBC devotes entire shows to market forecasts. Investors believe that if they follow these market gurus they are guaranteed success. I am [...]

Themes for 2014

By Jack Riashi, Jr., CFP® The beginning of a new year is a great time to revisit goals and objectives and to find out what you can improve upon from the prior year. It is also a time to reflect on various aspects of your financial and investment plan to make sure you stayed focused [...]

 By Scott Whyte, AAMS®, Financial Advisor If you have followed the financial news media in the past year, you may have heard a lot of buzz surrounding a new “digital” currency, bitcoin. And that buzz includes investors trying to determine how they can get on the bitcoin investment train. Bitcoin (symbol BTC, XBT, etc.) is [...]

Investing in the New Frontier

By Brian Weisberger The title probably perked the ears of all my fellow Star Trek and Sci-Fi crowd.  Sorry, but all those references end here– well to some degree… When developing a strong investment portfolio the idea is to diversify your portfolio across various asset classes that not only give you broad exposure across various [...]

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