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Economic Update 07/21/14

STOCKS ADVANCE, EVEN WITH ANXIETIES The crash of Malaysia Airlines Flight 17 in Ukraine, a ground offensive by Israel into Gaza: these headlines gave investors pause, but M&A action and earnings reports sent stocks higher for the week. Thursday, the … Continue reading

Retirement Planning for Couples

What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Commission currently projects an average retirement of 19 years … Continue reading

21 Divorce Financial Tips You Must Do After Divorce

As a divorce financial advisor, I’m often brought in to work with a client who is going through a divorce, but I’m just as often brought in AFTER a divorce. The newly divorced client is typically concerned about their finances … Continue reading

Robert Keynotes 2014 Sports Entertainment Group Retreat

Robert was invited to keynote the Sports Entertainment Group 2014 Retreat in Las Vegas to 50+ NFL players. He was invited by attorney and sport’s agent Adisa Bakari, partner at Kelley Drye & Warren and chair of The Sports Entertainment … Continue reading

Economic Update 07/14/14

FED PLANS TO STOP EASING THIS FALL June’s Federal Reserve policy meeting minutes outlined the central bank’s exit plan from QE3. The Fed will continue tapering its monthly asset purchases in a series of $10 billion cuts, then make a … Continue reading

What Will Happen Once QE3 Ends?

“Easing without end” will finally end. According to its June policy meeting minutes, the Federal Reserve plans to wrap up QE3 this fall. Barring economic turbulence, the central bank’s ongoing stimulus effort will conclude on schedule, with a last $15 … Continue reading

Retirement Planning 2.0

Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that … Continue reading

Economic Update 07/07/14

DOW TOPS 17,000 AFTER TERRIFIC JOBS REPORT America’s jobless rate is fast approaching the Federal Reserve’s 6% target. Thanks to employers adding 288,000 new hires, unemployment dropped 0.2% to 6.1% in June. The U-6 rate (unemployed + underemployed) declined to … Continue reading

FATCA: What It Is & How It Affects Investors

The federal government implements new rules to fight tax dodgers. As of July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) is in effect. FATCA requires something new of foreign financial institutions: they must now report any assets held … Continue reading

Protect Your Assets with LTC Insurance

How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available.  Many baby boomers are opting to make long term care coverage an important … Continue reading