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The Best Way to Invest One Million Dollars
When we think of Mark Twain, we normally think of one of the greatest novelists in American history. However, as revolutionary as he may have been as a writer, Mark Twain was not exactly the best investor. In fact, by the age of 59, Twain had lost...
How to Cope with a Volatile Market
We’ve written before about topics like market volatility, but sometimes it is helpful to have a list of “go-to” rules to remember when the markets experience a bit of downturn. To get your mind back on what matters most, here are a few things to...
How Can I Plan For Retirement?
At one point or another you have probably asked yourself, “How do I start planning for retirement?” And if you haven’t yet asked yourself that question, it’s probably not too late to start. To help you get on track with your retirement planning,...
The Best Way to Invest Money: Creating Long-Term Growth
Whether you are a millennial who has just come into some inheritance, or you’re thinking about the best way to invest for your retirement fund; or investing 1 million dollars or 100 dollars, the strategy is the same. The best way to invest your...
Have You Had Your Financial Checkup This Year?
A lot can happen in one year. Has there been a marriage or a birth in your family? Have you recently changed careers? These life changes often come with a price in the form of an inevitable increase or decrease in your expenses. When this happens,...
Why It Pays To Stay Optimistic When Investing
Being in finance for over a decade I’ve sometimes witnessed the reactionary behavior of some investors the moment that the markets experience fluctuation or volatility. Adopting a pessimistic outlook may lead you to panic, whether it is in your...
What is the Best Way to Invest Money?
One of the most common questions I have been asked over the years has been “what is the best way to invest money?” or “what is the best way to grow my wealth?” I hear this from clients, journalists and particularly at dinner parties or special...
Why We Do What We Do – Excellence at Every Step of the Experience
In the mid-1980’s two siblings emigrated from France to open Le Bernardin; a restaurant in New York City that grew to define excellence in dining. Today, Le Bernardin is one of only seven New York City restaurants to have obtained 3 Michelin stars,...
How Long Will Your Retirement Savings Last?
If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at 65, or at any age, mapping out the path to your destination is extremely...
The Wise Investor’s Counter-Intuitive Reaction
You probably heard a lot about the “Grexit” - Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility. However, a smart investor whose goal is long-term wealth creation tunes out...
There’s Still Time to Make Your IRA Contribution for 2014
If you haven't yet made a full contribution to your IRA for 2014, you still have time to contribute before the April 15th deadline. How much can I contribute? There are a few factors that will affect how much you can contribute to your IRA. The...
Don’t Fall for the Darlings of Wall Street: How A Money Manager Can Help
The basic recipe for wealth creation through investing is to buy at a low price and sell at a high price. This means buying in when most people are selling, then selling when most people are buying. Logically, it makes sense. In reality, it can be...