by saratyler | Apr 8, 2014 | Blog, Featured, Newsletters
I recently attended a Retirement Income Forum where thought leaders from the industry shared the latest ideas and tools for managing the challenging task of creating a sustainable income from an investment portfolio. One theme that emerged was the importance of good...
by saratyler | Jan 16, 2014 | Blog, Featured, Newsletters
Angela Chen wrote an interesting piece in the January 1 edition of the Wall Street Journal on decision making. According to University of Toronto psychologist Keith Stanovich, very smart people often make irrational decisions. Why? According to researchers it is that...
by saratyler | Nov 18, 2013 | Blog, Featured
I graduated from college in 1973. That was the era of the Arab oil embargo, runaway inflation and the resignation of Richard Nixon. President Nixon had just recently enacted federal wage and price controls and President Ford would soon come along with his WIN buttons....
by saratyler | Nov 11, 2013 | Blog, Featured
Imagine that you were given two tickets on the 50 yard line at the biggest game of the year for the New England Patriots. After finding your seat you position yourself comfortably facing the scoreboard and fix your gaze on it for the next 3 hours, rather than watching...
by saratyler | Sep 27, 2013 | Blog, Featured
I am sure at times the thought of disinheriting your kids may have been an attractive thought. The fact of the matter is that many people run the risk of disinheriting their kids by accident because of poor planning. If you have a Simple Will, also known as an “I love...
by saratyler | Aug 23, 2013 | Blog, Featured
There is a lot of talk about identity theft these days, and for good reason. Thieves today can make a fortune and never leave their computer or risk their safety. The reality is that business today is done online. That will not change. How do you protect your...
