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Archive for 'Financial Planning'

By Scott Whyte, AAMS, Financial Advisor The Social Security Enhancement and Protection Act of 2015 (SSEPA) will start impacting every day citizens in the near future. The Act was created as part of the bi-partisan budget passed in November 2015 and addresses what many politicians had labeled a loop-hole in the system. I believe it […]

U.S. #1 in Oil and Gas Production

By Brian Weisberger, Financial Analyst Bloom Asset Management “We’re number one, we’re number one…”  I bet you didn’t realize that over the summer the United States surpassed Russia and Saudi Arabia, the former #1, in the production of Oil and Natural Gas around the globe. Now understand these global oil powers are not just idly […]

By Scott Whyte, AAMS®, Financial Advisor, Bloom Asset Management The Social Security Administration(SSA) announced recently that they have resumed mailing benefits statements which let workers know what they can expect to receive when they start drawing Social Security benefits. The SSA phased out the mailing of statements in 2011, which allowed them to save about $70 […]

By Rick Bloom, J.D., CPA Bloom Asset Management I read an article recently about a retired couple who is now home free. They sold their home and their possessions and they now travel the world living a month or so here and a month or so there. They have found that their cost of living […]

  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 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 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 […]

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