Broker Check

Blog

SIMPLE WEALTH NEWSLETTER

In "The Simple Wealth Newsletter" we cut through and clarify the issues the key points you need to know to thrive, succeed and flourish in today's world of information.

 

Friday, September 15, 2017

Many of you are familiar with the Equifax data breach, which has potentially exposed 143 million Americans' personal information and Social Security numbers to outside sources. Many experts feel a credit freeze is the best way to...

 

Wednesday, August 30, 2017

Encouraging Numbers for European Companies as profits increase: GDP (released August 1, 2017) GDP in the 19 countries that use the euro expanded 0.6% in the second quarter of 2017, building on growth of 0.5% in the first quarter,...

 

Thursday, July 20, 2017

Our understanding of how we utter fiscal decisions has helped exceptionally from the find and mixing of three discrete restraints- financials, psychology and neuroscience. Investigates in these three areas have come together to...

 

Thursday, May 18, 2017

This article from CBS's Allan Roth illustrates clearly the absolute miracle of compound Interest. Enjoy! Steve Compound Interest - The Most Powerful Force in the Universe? Albert Einstein is said to have called "the power of compound...

 

Friday, April 28, 2017

The world's happiest investors share in a rich life Joe D'Allegro, special to CNBC.com Thursday, 27 Apr 2017 | 9:57 AM ETCNBC.com 66 SHARES Russian novelist Leo Tolstoy famously started "Anna Karenina" with the bold statement that all...

 

Show All

Tuesday, April 18, 2017

Humans are not robots. Passion and other inconsistent factors often influence our decisions. For precedent, you might know someone who invests in Facebook only because everyone he knows exerts it. Or you might know someone who refuses...

 

Monday, February 6, 2017

With recent news and media reporting a stream of uncertainty and chaos, it's natural for investors to feel emotional about recent market volatility and "risk" to their investments. It is natural and human to feel concern during...

 

Thursday, May 5, 2016

Social Security: Maximizing Your Social Security Benefits Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their...

 

Thursday, May 5, 2016

Social Security: Maximizing Your Social Security BenefitsMost understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their...

 

Thursday, March 3, 2016

The Headline on "The Big Short" says "This is a True Story". ...

 

Monday, February 8, 2016

When we look at "The Markets" - what exactly are we looking at? Most of us are familiar with the Dow Jones Industrial Average ("The Dow"), The Nasdaq Composite and The Standard & Poor's 500 Index to name a few. But what the numbers we...

 

Thursday, February 4, 2016

One of the most frequent questions I see media guests trying to answer relate to predicting future returns of the economy, the markets or future returns of a stock or mutual fund. This article addresses one form of prediction - the...

 

Tuesday, February 2, 2016

In this article we will look at the impact of inflation and purchasing power on real life. As we have seen in my previous article, the average joint retirement is 30 years, so let's look at the price of some basic items from 30 years...

 

Friday, January 29, 2016

The average joint retirement at age 62 or older is 30 years. In the long run - and that's the only rational way to invest - the only sane definition of money is purchasing power. Money loses some of its purchasing power every day...

 

Friday, January 29, 2016

It seems like every day when we look at a newspaper there is the "Apocalypse Du Jour". How can anyone who looks at the news (or their smartphone) not have fear from time to time? Fear is understandable. Acting on fear, however, is an...

 

Friday, January 22, 2016

It's safe to say we haven't recommended oil companies or funds to any of our clients over the last few years. Let me make clear this is not because we saw the recent oil crisis coming a long time ago, or even a short while ago. We do...

 

Friday, January 15, 2016

How Much Does China Influence the U.S. Economy? According to this recent report from Wells Fargo exports to China are only 7% of total U.S. Exports: http://www.realclearmarkets...

 

Monday, January 11, 2016

Many of us dream of a “worry-free” retirement. We have suited-up and showed-up in a tough world and we have survived. At a minimum we deserve fewer worries in retirement than we had when we were working. So what will our...