Social Security and Divorce: What You Need to Know

Anyone who has been through a divorce knows the life-changing toll it takes on a person, emotionally and financially.

Elections and Investments – What’s the Disconnect?

There is always more to the markets than what is seen on television and blasted from the headlines. Careful consideration of all aspects of an investment – political, demographic, economic, and relative value, to name a few – must be made when considering the broader implications of that investment on the portfolio.

The Wager of the Decade: Hedge Funds vs. S&P 500

Nine years ago Warren Buffett offered a wager that the S&P 500 would outperform hedge funds over an extended period of time. Only one individual, Ted Seides of Protégé Partners, rose to the challenge.

Give the Gift that Will Not Be Outgrown

When a gift is needed on short notice, do you find yourself scurrying around and wondering what to give? Think education and give the gift that will never be outgrown.

Attention Baby Boomers Age 59 ½ – 70 ½, Take Advantage of the “Tax Sweet Spot”

When you reach age 59 1/2, you enter what we call the “tax sweet spot”. This is when you are allowed to make withdrawals from tax-deferred accounts penalty-free… but you aren’t required to actually make those withdrawals until age 70 ½.