When you are shopping for a financial advisor, ask these five questions for insight into whether the advisor can really help you.
With the holidays’ approach, many of us are thinking of New Year’s resolutions. If yours is to read more books, this list might help.
When you take a break from tree decorating, light untangling, and latke frying, check out our year-end financial checklist.
When folks think of wealth management, they usually think of investment consulting. But true wealth management goes much deeper.
When mere extravagance for your beloved pooch isn’t enough, consider these luxuries that the ultra-affluent shower on their beloved pups.
Cases like the Equifax data breach are the new norm. Here are steps you can take to help protect your identity.
Incorrect media predictions about emerging markets underscore why we remain committed to broad investment across many asset classes.
When it comes to your finances, don’t settle for something that’s just “suitable.” Go for the brass ring—the fiduciary standard.
The World Economic Forum projects a $400 trillion retirement savings gap by 2050. It’s clear that people need to take responsibility for their own retirement.
The WannaCry ransomware attack infected more than 230,000 computers globally. To keep your information out of hackers’ hands, follow these best practices.
Some Florida Retirement System special risk employees get a sales pitch about combining Option 1 and life insurance. Please think twice before you do.
Talking about wills, trusts, and other end-of-life issues with our parents may make us uncomfortable, but it is a crucial conversation.
Social Security rules for married couples are pretty well known, but let’s consider the rules for divorcees.
Why does real estate work with a “no-fee” model while investment management doesn’t? Here are several reasons.
Some Miami-Dade firefighters may be wondering if a self-directed account is for them. We believe these accounts are a great way to get mediocre returns. Here’s why.
More and more, we make financial decisions based on what we see on social media. That’s not necessarily a good idea, and here’s why.
Nearly 10 years ago, Warren Buffett issued a challenge. Though the challenge isn’t finished, the results to date are startling.
A lot of Miami-Dad fire fighters use their deferred compensaition plan to lend themselves money. But think twice before you do, because you’ll be paying taxes twice.