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June 05, 2018

Starting Your First Job? 4 Steps to Getting Off on Right Path Financially

By James Behr Jr

So you’ve finally landed your first full time job? Congratulations on reaching a major milestone! What comes next? Here are a few steps that will help start you on the right path financially:

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November 29, 2016

Investing & Money in Your 40s

By James Behr Jr

Anyone who is in their 40s and is roughly midway through their career or “work-life” has faced, and hopefully conquered, significant challenges financially and in life and begun focusing on saving for major life events. These can range from the[...]

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November 15, 2016

Investing in Your 30s; The Do's and Don'ts

By James Behr Jr

In continuation of our discussion regarding certain money mistakes to avoid at the various stages of your investment life, we will continue with those who are in their 30s. With an additional decade of working under your belt, more investment[...]

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November 08, 2016

Investing In Your 20s; The Do's and Don'ts

By James Behr Jr

When it comes to money, everyone makes mistakes. Luckily, if you are in your 20s you have plenty of time to recover. These years can provide you with important lessons for future decisions, and the amount of time you have before retirement can[...]

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August 04, 2016

10 Behaviors that Lead to Underperformance

By James Behr Jr

“In 2015, the average equity mutual fund investor underperformed the S&P 500 by a margin of 3.66%. While the broader market made incremental gains of 1.38%, the average equity investor suffered a more-than-incremental loss of -2.28%” –Dalbar’s 22nd[...]

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July 27, 2016

The Benefits of Naming Beneficiaries in Your IRA

By James Behr Jr

For most people, naming beneficiaries for retirement assets or life insurance policies happens one time – when the account or policy is first started. Typically the named beneficiary is their spouse, after that it’s usually their children, at which[...]

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July 19, 2016

Don't Allow Sensational Media Headlines to Affect Your Retirement Portfolio

By James Behr Jr

“U.S. stocks hammered as Brexit shock rocks markets,” “Worst day in 10 months as Wall Street reacts to Brexit,” and “Brexit Panic – Should You Sell Your Stocks?” are just a few of the headlines following Britain’s decision to leave the European[...]

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June 06, 2016

How Much Could Your Children's Diploma Cost You in the Future?

By James Behr Jr

Do you or anyone in your family know someone that will be attending college in the future? Do you know that higher education tuition costs have increased faster than all other expenses for families over the past quarter century? Since 1983,[...]

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May 19, 2016

Despite the Appearance of Calm, Volatility is Back

By James Behr Jr

We have invested in Structured Investments through bull, bear and flat markets and continue to recommend them because of their ability to provide both partial downside protection and upside potential.

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May 12, 2016

Now that you have changed jobs, what do you do with your old 401(k)?

By James Behr Jr

Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run.

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