By Rosanne Rogé, CSA, RFG, CFP® Remember the days when the only way someone could steal your identity was by taking your purse or wallet? Today identity theft is at an all time high thanks to things like online banking, shopping and computer hacking. In addition, sending important or personal communications via e-mail and text...Read More
Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...Read More
November 30, 2012 “Don’t tax you, don’t tax me, tax the man behind the tree.”~Senator Russell Long ____________________________________________________________________________ Turn on the TV, Radio or surf the Internet for news and you will likely hear the pundits and politicians talking about The Fiscal Cliff and the urgency for our government to act before the end of...Read More
October 31, 2012 To our valued Clients and Friends: We are happy to report that our office is open and fully functioning today (Wednesday, October 31, 2012) after being closed on Monday and Tuesday, due to outages caused by Hurricane Sandy. Everyone is safe and we experienced minimal damage. If you are living in an...Read More
Medicare Primer for the “New Boomers”, by Rosanne Roge, CFP®, CSA®, RFGSM Well, the Baby Boomers are beginning to enter the Medicare program and the momentum will be building rapidly. This is the crowd born between 1946 and 1964. As of 2011, that would make us between 47 and 65 years old. Currently, there are...Read More
At a recent Investment Management Committee meeting we were discussing the importance that gold plays in our portfolios. Over the past year, many clients have asked if we had exposure to gold. To their surprise, we let them know that we have always maintained exposure to gold in our portfolios via investments in several mutual...Read More
Portfolio Strategy We just completed a series of Investment Committee (IM) meetings to review our portfolio strategy. We started with a view of the world’s investable capital and how it is distributed. The purpose of this exercise is to become more informed on the changes to the relative size of the various markets and to...Read More
The Government Giveth and Taketh Away The GOOD news is that Social Security recipients will be getting a Cost of Living Adjustment beginning in January, 2012. The raise is expected to be about 3.6% which is a pretty sizeable increase. This is great news since there have been no COLA adjustments for Social Security for...Read More
“You will never be a leader unless you first learn to follow and be led” Tiorio Recent market volatility is being attributed to many things. Some true and others are pure speculation. The problem is not the problem, the problem is that our politicians don’t know how to think about the problem. So here is...Read More
