Deep Fake Robo Financial Advisers the Next Thing?
One thing I have noticed as a result of the Pandemic is that most of our clients and prospects rarely need to meet in person. In fact, they overwhelmingly prefer Zoom or some virtual meeting to the…
What Is a Legal Way to Follow Insiders’ Investments?
It can be challenging to know how to approach the stock market. Deciding which companies to invest in and how much to invest are typical decisions that the average investor has to make. However,…
Can I Retire Early? How to Figure Out Early Retirement With a Financial Planner
You might be sitting in your cubicle dreaming about the freedom that goes along with early retirement. You will no longer be financially dependent on that 9-5 job, but instead, you get to go out and…
Most of the Magellan Fund's Investors Lost Money
Investors, new and old, will likely come across the words of investing legend Peter Lynch, former manager of the Fidelity Magellan Fund during its glory years. Many look to him for advice, as he was…
How Did Bernie Madoff Do It & How to Make Sure It Won’t Happen to You
A lot of people ask about Bernie Madoff and his scheme because they fear they could be similarly fleeced by their financial advisors. And that’s totally understandable; after all, giving all your…
What Is an Earnings Blackout Window?
Earnings blackout windows, otherwise known as blackout periods, are periods of time when company employees are not allowed to engage in trading. These blackout periods occur because of unique access…
You Saw the Movie, but How Did “The Wolf of Wall Street” Really Do It?
Almost a decade ago, the movie The Wolf of Wall Street took the world by storm. It had a star-filled cast, loads of action, and it painted a picture of investors that looked like a deranged…
How to Avoid a Financial Nightmare During a Divorce
When people get married, they rarely think about getting divorced. This is absolutely normal—if you’re tying your life to someone else’s, it would be insane to start considering your separation from…
How Does Inflation Affect Your Retirement?
We all think about inflation when we go shopping or load the car with gas. At those times, we notice how much more money we’re spending compared to a few years ago (or months, in this case) and how…
The Many Ways to Invest in Real Estate - Part 2
In the first part of this series, we discussed the more well-known ways to invest in real estate. These options are great for people who are just getting started with investing or for those that like…