Safe money is more important than money at risk

What a trip to New Jersey can teach you about investing Last week, I spent several days in New Jersey – the Newark, Short Hills, and North Brunswick area. I had several client meetings and an opportunity to visit my old family home that I…

The Biggest Complaint Regarding Your Financial Advisor

My family and I just came back from Cape Cod. We spent two different days on the water. We had two different experiences, both unexpected. My wife and I discussed smooth sailing followed by rough water boating. This reminds me of what I hear as…

Financial Planning: Why Do The Markets Drop?

How is your financial planning? Sometimes markets fall. One of the worst strategies is to buy and hold investments.  An actively managed conservative portfolio should out-perform a buy and hold stock portfolio in a declining market. The commentary below is from one of our trusted…