Blog

Does angel or crowdfunding have a place in your portfolio?

In 2012, the government set the path for smaller investors to invest in small businesses.  Most of the reception has been positive, it allows small business to have access to a new investor base and gives those investors the ability to choose whether these investments are worthwhile. Unfortunately, it has taken a long time for […]

Embracing Uncertainty (A Market Update)

If we can be sure of anything, most investors hate uncertainty and, as the sentiment grows, markets typically start to pullback.  This is nearly common sense, given uncertainty about what is going to happen, many would rather sit on the sidelines and wait until they have more confidence. You have probably noticed the growing concerns regarding the markets. […]

Planning Imperfect Information

Your Financial Plan Doesn’t Have to be Accurate to be Useful

With the passage of the 2015 Budget, congress eliminated many of the filing strategies that financial planners have been implementing for years. The most popular strategy, “file and suspend”, applied to married couples and allowed the primary earner to file at 66 and then immediately suspend their benefits until 70.  Their spouse could then elect to receive their […]

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