skip to Main Content
0 min read
Investor Virtue #4: Patience

Investor Virtue #4: Patience

Note: This blog is the fourth installment in a series on the Five Virtues of a Wise Investor. Read about the first three virtues: No. 1: Curiosity, No. 2: Courage, and No. 3: Thrift. Five Virtues of a Wise Investor…

The Need For A CCRC-Optimized Portfolio

The Need for a CCRC-Optimized Portfolio

If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new expenses. I’ve talked to hundreds…

Investor Virtue #3: Thrift

Investor Virtue #3: Thrift

Note: This blog is part of an ongoing series on the Five Virtues of a Wise Investor. You can read here about #1: Curiosity and #2: Courage.  I talk a lot with clients about the value of being a thrifty…

The 529 Gifting Extravaganza!

The 529 Gifting Extravaganza!

The 529 is an account that allows for tax free growth only if the funds are used to pay for college education costs.  But did you know that you can potentially use a 529 account as a multi-generational vehicle to fund…

Wise Investor Virtue #2: Courage

Wise Investor Virtue #2: Courage

Last month, I began a series of blogs on what I consider to be the top five virtues of a wise investor. The first characteristic I discussed was curiosity. Today I’m discussing the second virtue: Courage. First, you may wonder…

How To Make New Jersey A Business-Friendly State

How to Make New Jersey a Business-Friendly State

In early 2015, David Tepper packed his bags. The renowned owner and founder of the hedge fund Appaloosa Management left New Jersey for Florida’s warmer and more-tax-friendly climate. He took a good number of his firm’s employees with him. If…

The Five Virtues Of A Wise Investor

The Five Virtues of a Wise Investor

Five Virtues of a Wise Investor #1: Curiosity For the next few blogs, I’ll be writing about a topic I think about a lot: The virtues that can make someone a great investor. I’ll share my list of five important…

Health Savings Accounts – Have Your Cake And Eat It Too!

Health Savings Accounts – Have your cake and eat it too!

We believe that Health Savings Accounts (HSA) are one of the best retirement accounts available and may be one of the first accounts you consider saving into for retirement. For many of us, Flexible Spending Accounts (FSAs) taught us to…

Back To Top