You’ll be seeing a “retirement income” figure on your 401(k) statement. Is this number, which is based on purchasing an annuity, accurate?
The Day I Almost Opened an Oil Storage Facility
Now What?
More on the SECURE and CARES Acts
The SECURE Act and Retirement Planning in Florida
A Letter to Our Clients
Some Important Financial Notes
How to Turn Retirement Savings into Retirement Income
Coronavirus: “Same Old, Same Old” or Miles Away from Ordinary?
When You Have 103 Years to Do Estate Planning
At What Age Should You Start Taking Social Security?
Stress Testing Your Wealth Plan
Real Estate and Finances for Millennials
Hindsight is 20/20. Foresight Isn’t
Understanding the Different Types of Financial Advisors in Florida
Charitable Giving, the Tax-Wise Way
MDFR Retirement Recon: Deferred Compensation
Northstar Financial Planners’ President Earns Special Needs Designation
Your Year-End Financial Checklist
Something to Sink Your FAANGs Into
There’s a misconception in the markets: Value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the U.S., the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price.
