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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.

Wednesday, June 29, 2022

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...

Tuesday, June 21, 2022

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...

Monday, June 13, 2022

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...

Monday, June 6, 2022

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...

Thursday, June 2, 2022

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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Wednesday, June 1, 2022

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...

Wednesday, May 25, 2022

Wednesday, May 18, 2022

Wednesday, May 18, 2022

Wednesday, May 11, 2022

Monday, May 2, 2022

Wednesday, April 27, 2022

Wednesday, April 20, 2022

Wednesday, April 13, 2022

Wednesday, April 6, 2022

Friday, April 1, 2022

Wednesday, March 30, 2022

Wednesday, March 23, 2022

Wednesday, March 16, 2022

Wednesday, March 9, 2022

Wednesday, March 9, 2022

Wednesday, March 2, 2022

Wednesday, February 23, 2022

Wednesday, February 16, 2022

Wednesday, February 9, 2022

Wednesday, February 2, 2022

Monday, January 31, 2022

Wednesday, January 26, 2022

Wednesday, January 19, 2022

Wednesday, January 12, 2022

Tuesday, January 4, 2022

Friday, December 10, 2021

Monday, November 15, 2021

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)...

Thursday, June 24, 2021

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...

Wednesday, May 19, 2021

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...

Wednesday, April 28, 2021

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...

Tuesday, December 8, 2020

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...

Sunday, November 1, 2020

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...