How Terribly Strange to be Seventy

Our Blog Post today is brought to you by a fellow NAPFA fee-only financial advisor, Warren A. Ward CFP of WWA Planning & Investments in Columbus, IN. His article discusses how turning seventy is forcing him to accept the same advise he’s been giving for over...

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Is Your Estate Plan Up-to-Date?

Is your Estate Plan up to date? Take this simple test to determine if it is. 1. Have You Executed a Will or a Trust? Without proactive planning, you are relying on the Pennsylvania legislature to determine to whom and how your assets will be distributed in the event...

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Headlines, Beware!

You might remember a couple of days ago, we suggested it might be a good idea to turn off CNBC and to stop looking at headlines, as the Dow hit 20,000.  Avoid getting sucked in to the emotion of it all. Well, here’s why. Read the two headlines closely: CNBC - January...

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Dow Jones Industrial Average Hits 20,000

The media is all over this headline as the Dow Jones Industrial Average broke through the 20,000 for the first time ever today. It gives the talking heads something to yap about and offer further speculation about the future of the stock market.  But, DOW 20,000 is...

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Fiduciary: One Word To Know For 2017

If there was one word for you to understand about your money for 2017, it’s FIDUCIARY. Watch Anthony Robbins reveal the confusion on the streets of NYC and then explain why it’s so important to hire a fiduciary. Fee-only advisors are fiduciaries. Click on video to be...

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Increasing Interest Rates and The Impact On Bonds

Recently, the Federal Reserve announced a rate increase for December and indicated its plan to raise rates three times in 2017. A bond investor may wonder about the impact this may have on the fixed income part of their portfolio. The basic tenet is true, interest...

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When Jack Bogle Talks, We Listen!

WE THOUGHT YOU MIGHT FIND THE INFORMATION JACK BOGLE (FOUNDER OF VANGUARD) SHARED DURING A RECENT BLOOMBERG INTERVIEW TO BE INTERESTING.   HE IS FASCINATING AS EVER AT AGE 87!  INTERESTING TO NOTE THAT ADDIS & HILL’S INVESTMENT PHILOSOPHY AND RISE OF INDEXING HAS...

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Will Donald Trump ” Make MLPs Great Again?”

Will Donald Trump "Make MLPs Great Again?" Regardless of political leanings, changes are coming to the energy landscape in America. While information regarding exact policy is scant, many executives in the energy industry are very encouraged, even excited, by the...

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