News & Blog

Business

International Markets

International investing means selecting global (non-U.S.) investment vehicles to include in your overall strategy to take advantage of a wider variety of investment opportunities and diversify your portfolio.

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Uncategorized

New Mobile Work Life

COVID-19 has impacted our lives in too many ways to count. One of the more notable changes as far as our work life specifically is the large uptick in employees working remotely. Within only a few weeks, the number of work-from-home employees went from 31% to 62% of the workforce. Working from home or “telecommuting” is a way in which employees use Internet connection and a computer to do work in the comfort of their own home. Many firms leverage the capabilities of Zoom, Google Hangouts, FaceTime, Skype, Cisco Webex, and other digital services to communicate via webcam, giving employees access to a pseudo face-to-face environment with their other remotely working coworkers. Overall, it was been a challenging time for many workers to transition to remote work life, but there are some benefits…

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Finance

Dividends

Dividends are distributions in the form of cash or additional stock given to the investors from a publicly traded firm, mutual fund, or exchange-traded fund (ETF). Dividends come from the company’s earnings and can be allocated on a regular frequency or on an ad-hoc basis. Dividends are common in the basic materials, oil and gas, banks and financials, healthcare and pharmaceuticals, and utilities industries. Dividends are less common in the technology and biotech industries as they often reinvest their earnings into company growth…

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Finance

A Primer on Dividends

When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals, dividend-yielding stocks may play a role in your portfolio. But first, let me lay out some information that may be helpful as you weigh your choices.

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Finance

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy.

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Finance

Don’t Be Your Own Worst Enemy

One of the most well-known investors of the 20th Century, Benjamin Graham, said, “the investor’s chief problem – and even his worst enemy – is likely to be himself.” What Graham understood – and modern research is catching up to – is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive premodern times can be counterproductive in our modern world, especially when it comes to investing.
Let’s take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.

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Finance

Investing for More

More and more investors today are incorporating their values and beliefs into their investment decisions. As a lifelong Catholic, I’d like to share a few thoughts about Impact Investing that I wrote for my fellow parishioners at St. Joseph Church in Stuart, Florida. Impact Investing is a strategy of investing that I refer to as ‘Investing for More.’

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Planning

Making the Transition to an Assisted Living

You’ve lived a robust life; you’ve been independent. But now you’re at a point in life when you need a little help. You need some assistance with living. So, you’re thinking of making a transition to assisted living, to a comfortable and affordable facility that will suit your needs and desires. But you’re a little nervous. You’re not sure how to do it. And you’re not sure where to go. This scenario may apply to a parent, a relative, or a friend. And you want to help. Here are five tips to get you moving and to ease the transition for yourself or for a love one…

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Planning

Understanding the SECURE ACT: 4 Things You Need to Know

The SECURE Act (or “Setting Every Community Up for Retirement Enhancement Act”) was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It’s not often that such sweeping legislation is passed, and while it’s not a massive upheaval, the new rules are expected to cause changes to some retirement strategies. For others, new opportunities may be revealed…

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