Registered Investment Advisor specializing in Model Portfolios

S Jul 31, 2015

Social Security: It’s Still in the Woods

The Social Security Trustees released their new report last Wednesday. Hours later, Huffington Post writer Nancy Altman made a declaration. The “2015 Trustees Report Confirms that Expanding Social Security Is Fully Affordable." Ms. Altman is co-founder of Social Security Works! The organization has the laudable goal of expanding Social Security rather than shrinking it. read more…

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…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

Andrew Hallam

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