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Everyone is Scared!

Posted by: Tad Weiss on May 6, 2015, Latest News

I saw this headline recently online, and of course it caught my attention. Robert Shiller, the Nobel prize winner for economics in 2013, was expounding on his belief that the human race has deep underlying fears about technology and the lives their children will lead in the future, based on what he is seeing in … Continue reading Everyone is Scared!

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That’s Not Fair!

Posted by: Tad Weiss on April 20, 2015, Latest News

Another tax season has come and gone, and I hope that you didn’t get a nasty surprise from your accountant, Turbo Tax, or however you choose to do your taxes! We need to be fairly conversant with income tax planning in my line of work, but it was probably 15 years ago that I threw … Continue reading That’s Not Fair!

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One Tough Test

Posted by: Tad Weiss on April 7, 2015, Latest News

According to Business Insider, the most recent results for the Chartered Financial Analyst® (CFA) Level 1 test were released in January, and 44% of the 47,175 test-takers passed the exam. Before you think that is a low figure, realize that the 44% pass rate is higher than usual. The CFA exam is one tough test! … Continue reading One Tough Test

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Thankfulness and Contentment

Posted by: Tad Weiss on March 25, 2015, Latest News

One of the very rewarding parts of financial planning is to work with clients over a long period of time, and to ultimately reach a significant goal. I just had a meeting with a client that I started working with in 1992, who will reach her goal of retiring this May. It was a great … Continue reading Thankfulness and Contentment

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Get the Power!

Posted by: Tad Weiss on March 10, 2015, Latest News

One of the top financial planning priorities that we often discuss with prospective clients is saving money for their child or grandchild’s college education. With the cost of college exceeding $50,000 per year at some institutions, it takes years of saving and good investment results to reach this goal. It is still a shock when … Continue reading Get the Power!

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