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From Rick's Point of View…
Ideas from the industry or emerging trends, Rick offers his Point of View and behind-the-scenes insights on the financial services industry. Glad to have you reading along.
Should You Invest All at Once or Over Time?
The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise.A common question investors ask their financial...
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6 Retirement Tips for Surviving the Sandwich Generation Squeeze
Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation." While each generation comes with its own array of financial challenges, the sandwich generation often feels...
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Keeping It Simple: The Benefits of Simplifying Your Investment Strategies
When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.The Benefits of SimplicityUnless you...
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High Inflation: How Long Will It Last?
In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It's not surprising that a Gallup poll at the...
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Bull Market Hangs by a Thread
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...
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Five Lessons To Remember During Bear Markets
The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification.For savvy investors, a bear market...
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Invest in Your Financial Education During Financial Literacy Month
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Health Is Wealth: How Improving Your Physical Health May Benefit Your Finances
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Executive Compensation: Equity Compensation for Corporate Executives
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
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2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
Read MoreThe Impact of a Life: "What’s Your Legacy?"
Many people think of “their legacy” as what happens after they die. I prefer to think of legacy as the summation of all the good you do in your life, and that you don't necessarily need to be remembered to have an amazing...
Read MoreWealth Management's Conflicted Question…
What is fiduciary advice? The Financial Planner Profession is one of relationship building, first and foremost. To serve and deeply care about the client and their family is our top priority. Our congrats to Tobias Salinger and the...
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What in the World Are NFTs?
Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...
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How to Choose a New Firm and Why it is Critical to a Fiduciary Duty
A little over a year ago I made a change in firms. It was one of the most difficult professional decisions of my life and one that had become unmistakably necessary. As I grew increasingly aware that I was running a business and that...
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On Working (and not working) with Friends & Family
In my professional dealings I often come across people who are working with friends and family as their advisor. They may have taken them on as to help them launch their career, or because of the closeness of their relationship. These...
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