Health Care Costs Expected to Rise

It’s no surprise that health care costs are rising, but a recent article from Bloomberg News reports that rising costs are not expected to level off anytime soon.  There are contributing factors such as technology advancement expenses, medical malpractice insurance,...

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The Fiduciary Movement is Taking Hold

Little did we realize seventeen years ago when we formed Addis & Hill we were part of a phenomenon! Thankfully the fiduciary movement has taken hold and things are changing. Laws in the US and abroad are being put in place to protect the consumer from ruthless...

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Is a Reverse Mortgage an Alternative to Moving?

Our homes are often our largest asset. Over the years we have worked hard to pay down, and for some, paid off the mortgage and hopefully the value of the home has appreciated in value. What alternative do you have if you want to stay in place but do not have quite...

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Don’t get lulled to sleep

Times are good, folks. The stock market has been on a tear since November, at least US stocks and building on eight years of gains since the financial crisis. Interest rates remain low and there are sold signs on houses throughout our neighborhoods and new cars in the...

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What is Finology?

What is Finology? The relationship between human beings and money in our society. The relationship between financial market trends and trading behaviors. The relationship between the globalization of financial technology and human behaviors.  I recently read an...

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Holding true to asset allocation principles

We’ve just finished a review of the first half of 2017’s investment performance numbers for our clients.  We continue to see many of the same trends continuing in 2017 as we did over the last few years.  Speaking generally, US equities continue to be strong, while oil...

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Oil Prices Could Rise by 35% Later This Year

We wanted to pass along a quick note on the oil environment as it pertains to MLPs; Master Limited Partnerships.  This is an article in Barron's we wanted to post. Oil Prices Could Rise by 35% Later This Year A prescient analyst at Citigroup thinks oil, recently at...

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Ways to find out if your adviser is on your side

Is your financial advisor a fiduciary or disguised as one but really hoping to sell you a product? The article in the Inquirer by Erin Arvedlund offers a nice explanation of the differences and gives a nice plug to NAPFA, an organization we have been part of since our...

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What is the value of your Financial Advisor ?

Have you ever wondered about the value of a Financial Advisor? In 2016, Vanguard put a team together to study just that. According to Vanguard the value is about 3%, which they define as 3 percentage points of additional net return annually over an unspecified period...

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Top Financial Advisors in Philadelphia Area

We always look forward to sharing good news about our company over the years. Recently, we were fortunate to be selected in the top 16 advisory firms in the Philadelphia area out of a total of 347, and here is why.... Full Article: Why These Financial Advisors? 1....

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