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    Wedding Financial Tips: A Survivor’s Guide

    It’s that time of year again: Wedding Season!

    The financial burden of putting-on, or even attending a wedding is something to think about. However, with proper planning, it’s possible to keep wedding costs under control! In this article, we hope to share a few financial tips so you can enjoy your day without depleting your savings.

    A Potential Conflict of Interest with your Financial Advisor

    I have been managing investments for over twenty years and, during this period, I have met with many prospective clients. It is during these initial meetings that I review investment statements and other financial documents to determine if I can be of assistance. As an independent advisor, there is one specific situation that I believe deserves attention since it is a potential conflict-of-interest when acting in a fiduciary capacity. The situation looks like this:

    Investing Can Be Like Playing a Game of Monopoly

    Remember playing Monopoly with your kids or as a kid? It’s a game of strategy and most of us choose one of two ways to go. The first way is to spend most of our cash on a high-end property like Park Place or Boardwalk in the hopes that we will score a big profit when the other players land there. The other strategy is to purchase a combination of high-rent and low-rent properties to spread out our investments.

    Alternative Investments: Risk or Savior?

    Originally posted: June 3, 2015

    Emotions and Investing: Keep your Poker Face

     

    Originally posted: June 25, 2015

    Enough is as Good as a Feast

     

    Originally posted: July 30, 2015

    Suitability vs. Fiduciary Standards…It Matters!

     

    Federal Long Term Care Insurance - Why Did My Premiums Increase??

     

    Are You a Disciplined Investor?

    Originally posted: August 19, 2015

    No Day at the (Information Security) Breach

    Originally posted: October 15, 2015