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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Morgan Stanley Drops Vanguard, Why?

Recently we moved into new office space which is a much better reflection of who we are as a company than the old space. Why? Because it’s open, clutter free, modern, and transparent! It represents who we are and how we do business. Most importantly it sends a...

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Be careful with Inherited IRA’s

Many of our clients are quite interested in the benefits of inherited IRA’s. The attached article by Phil Levin, a noted Estate Planning expert in the area, discusses a “gotcha” which would negate the future deferral of taxes for an inherited IRA in the eyes of the...

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We Have Moved!

It’s official, we sold our building (unexpectedly!) and have moved in to our new office space, above the White Dog Café in Wayne! We are thrilled with our new, ultra modern space, which reflects one our core values – complete transparency (note the glass walls). But,...

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