Our Blog
An Investment Advisor from the Old School.
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Why Do We Have Reviews with Clients?
If the value of my portfolio is going up, why do we need to talk? That’s one answer we hear when contacting clients to schedule reviews of their investments. Here’s another: Is something wrong? Is there bad news? There can even be an unspoken concern: Are you going to try to sell me something? Let’s…
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Who’s Afraid of the Big, Bad RMD?
As many of us near retirement age, we start to notice articles and advertisements regarding Required Minimum Distributions, also called “RMDs.” Often, these pieces are written and promoted by people in the financial profession who want to persuade you to use their services. Some ads seem designed to scare the reader into believing that a…
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Market Fluctuations: An Old School Guide
A downturn in the market gives us the opportunity to add new companies to client portfolios or buy more of what we already have at good prices.
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Should You Roll Over Your Old 401k to an IRA?
So you’ve left your old job behind. Now, every financial advertisement under the sun inundates you with offers to help roll over your old 401k into an IRA, but is that the right move? Since this decision may be impossible to reverse, it’s worthwhile to pause and ask some questions about your needs, your taxes,…