Released on Amazon September 25, 2018. Financial advisor Allen Giese understand the impact mental illness can have on a family’s finances. His book covers financial planning and mental illness.

As an investor, it’s important to keep this in mind. You don’t have to win every month, quarter or even every year to end up on the podium wearing the Yellow Jersey. Actually, trying to keep up with the short-term winners can be counter-productive to long-term success. It’ll also burn you out.

Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce risk without reducing expected return, or could increase expected return without increasing risk compared to those individual assets alone.

Stock picking is too risky a game to play. Case in point: Tesla’s down-and-up share price following CEO Elon Musk’s comments.

Have questions about trusts? We talked with estate planning attorney Patricia Voss to get some of the more common questions answered.

You may have heard it before, but the IRS isn’t going to call you demanding immediate payment. Scammers will, though. Here’s what you need to know.

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

One of my favorite TV shows the last few years is the HBO comedy Silicon Valley, featuring a hapless team of techno-geeks who could all become overnight billionaires if not for their own foibles and follies.

We talked with Andrew Kramer, CPA, to learn about the new tax rules that went into effect this year.

Let’s talk about insurance. If you made it past the that first sentence without nodding off, that’s a great start! For wealthy Americans, the Tax Cuts and Jobs Act can have significant implications on their insurance needs.

Ultra-High net worth families regularly stress test their plans to help ensure those plans are both state-of-the-art as well as in line with their needs and wants. Here’s why you should join them in that effort – even if you’re not nearly as wealthy.

We welcome Richard Lottier to the Northstar Family.  Richard joined us as Client Service Specialist in May, 2018.

We live in a wonderful era with technology advancing at a remarkable rate. And we’re finding that technology is really changing the financial advisory business.

What people usually say when they first see me is “Man, you spend way too much time in the gym.” What happens next is I wake up.

Imagine you are sitting there looking at the list of mutual funds in your 401(k) or retirement plan, and you’re trying to decide “Which are the better funds? Which funds should I pick?” Or maybe you are just shopping for funds to invest in.

We have all heard about the market volatility lately. But what does it mean? What exactly does volatility mean in terms of your portfolio? In raw terms, the definition implies an item or measurement scale that is prone to change. Let’s dig into it …