Registered Investment Advisor specializing in Model Portfolios

AB Jul 28, 2015

It’s Not About You…But It’s Only About You

If you want to start a tense discussion between medical professionals, mention mammograms. The upcoming revision of breast cancer screening recommendations by the U.S. Preventive Services Task Force (USPSTF) is causing disagreement in the medical world. The new draft maintains and clarifies the grade of C given to screening mammography for women age 40-49 back in 2009.  read more…

A Jul 27, 2015

Eight Hard Core Tips To Picking A Great Financial Advisor

Each week, millions of people build small backyard fires.  They pull out matches.  They take $10 bills out of their pockets.  Then they burn them. Every week.  Every month.  Every year. They burn this money because they pick the wrong kind of financial advisor. Many people select an advisor based entirely on a friend’s referral. Others choose an advisor who “seems nice.”  Or they choose a financial advisor after a cold sales call.  There’s a better way to do it.  In fact, some of the best advisors in your town could be low-key experts right around the corner.  You just need to know what you’re looking for.  read more…

S Jul 24, 2015

The High Cost of Low Returns and Yields

Retirement isn’t what it used to be. No one knew it at the time, but the 1980s were the Golden Age of Retirement. Pensions were generous back then. Whether you invested in stocks or bonds, the proverbial wind was at your back. Both provided handsome annual returns. Many retirees found themselves with more money, and a higher standard of living, than they had enjoyed while working.  Who knew? No one had a clue about how good things were.  read more…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

Andrew Hallam

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