News & Insights
CFA vs. CFP® vs. CPA: Which is the right option for you?
Financial planning can be a little overwhelming at first, but it’s important to make sure you’re as informed as possible. In general, there are three commonly known types of financial professionals. If you’re not already familiar with the industry, they can be hard to distinguish. To help you better understand how to distinguish CFA vs. […]
Locking in “real” losses: Are bonds a good investment in 2022?
You probably know that the “real” return of an investment is the gains and income you receive minus inflation and taxes. Most of us invest with the idea that, over time, we will experience positive real returns. One would imagine that the cadres of bond investors have that same expectation. But the current situation is […]
The inverted casino: What looking at a historical chart of the stock market can tell investors
Sometimes it’s helpful to take a step back and look at the big picture, and that is probably more true with investing than with many other aspects of our lives. The “little” picture is what happened yesterday, or last week, or the first or second quarters of the year. The big picture is something quite […]
Social Security benefits are projected to increase by 10.5% in 2023
We never know for sure until the announcement by the Social Security Administration each October, but it looks like people receiving benefits will get a big raise in 2023. Experts are predicting a 10.5% cost-of-living adjustment (COLA). This is based on recent changes in the Consumer Price Index. What would a Social Security benefits increase […]
Financial planning for attorneys: Are you protecting and growing your money the right way?
Financial planning can be beneficial for everyone, including attorneys. If you are an attorney, there are some unique strategies that you can use to maximize your investment portfolio. Whether you’re retiring soon or you’ve just started your career as an attorney, you should work with a reputable financial planning firm. If you’re looking to protect […]
What is a reverse mortgage line of credit (and should you get one)?
A reverse mortgage is a type of mortgage that involves a lender making payments to a buyer instead of the traditional mortgage where a buyer makes payments to a lender. The debt owed to the lender increases with time while your equity decreases as it goes to the lender. The payments made to buyers are […]