We'll Keep You Posted

Full Disclosure: Nothing posted on our News page should ever be considered to be advice or an offer to buy or sell any securities or investment advisory services. The links provided are for informational purposes only and do not constitute our endorsement in any way. And remember, the News page is only meant for residents of Michigan, Ohio and our current clients.

Amazing how a simple smile and positive attitude can make all the difference!

3 Ways to Trick Your Brain Into Making Important Financial Decisions
– Camilo Maldonado, Forbes, August 1 2018
​
​It is no secret that as Americans, we avoid making financial decisions, even when it’s not in our own best interest. You only need to look at the latest trends in household savings rates, or evaluate retirement plan participation rates. A common belief is that financial decisions are complicated and require thoughtful planning and skill. However, research exploring our reluctance to take control of our personal finances points to a different reason.

Read the Full Story

"Despite their reliance on Social Security income, many retirees don't fully understand these benefits..." 

6 Social Social Security Myths That Could Make or Break Your Retirement Planning
– Lorie Konish, CNBC, July 15 2018
​
If you're like many retirees, your Social Security checks will account for a large portion of your retirement income. But how well you understand the ins and outs of these benefits could make a big difference in how much you receive over your lifetime.

Read the Full Story

"Young adults are making plenty of money mistakes..."

6 Money Management Mistakes Millennials often Make
– Maryalene LaPonsie, U.S. News, March 2 2018
​
Millennials have to endure many stereotypes. They are often labeled lazy, entitled and even narcissistic.
Zach Swartz, an older millennial himself and portfolio manager with BKD Wealth Advisors in Springfield, Missouri, isn't sure the generation really deserves to be singled out in that way. "Sometimes millennials can be painted as very different from other generations when they're not," he says.

Read the Full Story

Cognitive vs. Emotional Bias in Investing 

Behavioral Bias: Cognitive Versus Emotional Bias in Investing
– Tim Parker, Investopedia, May 3 2018
​
Everybody has biases. We make judgments about people, opportunities, government policies and, of course, the markets. When we analyze our world without knowing about these biases, we put our observations through a number of filters manufactured by our experiences, and we're not just talking about stock screeners.

Read the Full Story

Eddie and Tony will be making the 10 hour drive to see the "Oracle of Omaha" himself!

5 Questions for Warren Buffett at Berkshire Hathaway's Annual Shareholder Meeting
– Adam Shell, USA Today, May 3 2018
​
Billionaire Warren Buffett brings the "Woodstock of Capitalism" back to Omaha this weekend for the annual Berkshire Hathaway stockholders' meeting, which is known for its straight talk and party-like atmosphere.

Read the Full Story

Need some ways to get rid of a little stress? Check this out!

5 Ways Investing Can Relieve Your Financial Stress
– Kelly LaVigne, U.S. News, April 18 2018
​
Ask someone what causes them the most stress and chances are money will be right at the top of the list. Whether it is making ends meet on a day-to-day basis or long-term financial planning and investing for retirement, there is no doubt that many of us fret over money.

Read the Full Story

Interesting article about how the decision by the Federal Reserve could affect your portfolio.

How Rising Interest Rates Affect Your Investments
– Kate Stalter, U.S. News, April 4, 2018
​
Not that it was exactly unexpected, but the Federal Reserve raised its funds rate by a quarter point last month. In the first meeting headed by new chairman Jerome Powell, the Fed instituted its sixth rate increase since December 2015, when rates hovered near zero.

Read the Full Story

What do you think of this?

Chegg Debuts innovative New Study Product, The Chegg Osmosis Pillow
– Yahoo Finance, March 26 2018
​
Chegg, Inc. (CHGG), the Smarter Way to Student, and the company behind groundbreaking products like Chegg Study, Chegg Writing, and Chegg Tutors, has just announced the Chegg Osmosis Pillow, a revolutionary way to study while you sleep. Learning via osmosis used to seem too good to be true - until now. The Chegg Osmosis Pillow's proprietary patent pending memory foam will actually improve your memory. Because the way Chegg sees it, memory foam shouldn't just remember you - it should remember everything FOR you. 

Read the Full Story

It's Fed Decision Day

Powell to Ponder Hawkish Tone in FOMC Debut: Decision Day Guide
– Steve Matthews, Bloomberg Markets, March 21 2018
​
​Jerome Powell will likely make headlines Wednesday with an interest-rate hike in his first meeting as Federal Reserve chairman. But look to the fine print for his biggest news. The rate-setting Federal Open Market Committee is expected to lift the target federal funds rate by a quarter percentage point to 1.5 percent to 1.75 percent after its two-day meeting in Washington on Wednesday. A policy statement will be released at 2 p.m. and he’ll host a press conference that begins 30 minutes later...

Read the Full Story

"Whether your retirement is comfortable or extravagant will still put you on the winning side of the retirement equation."

The Difference Between Retiring Comfortably vs. Extravagantly
– ​Investor Junkie, May 16 2014
​
​A reader posed this question — what is the difference between retiring comfortably vs. extravagantly? In a world in which retirement is increasingly being marketed as a trip to the Emerald City, this is an especially relevant question. Let’s look at the differences between the two. The words “comfortably” and “extravagantly” mean different things to different people, but let’s try to come up with a workable difference between the two...

Read the Full Story

"It's been a real roller-coaster. A wild ride..."

February was an insane month for the stock market.
– Matt Egan, CNN Money, February 28 2018
​
A profound inflation scare. Not one but two 1,000-point plunges for the Dow. And a powerful comeback that almost went straight back up.February was easily one of Wall Street's wildest months since 2008. 
The Dow plummeted more than 3,200 points, or 12%, in just two weeks. Then stocks raced back to life, at one point recovering about three-quarters of those losses...

Read the Full Story

Here’s some insight into what high inflation can do to a company’s earning potential.

Warren Buffett explains how to invest in stocks when inflation hits markets
– Eric Rosenbaum, CNBC.com, February 12 2018
​
Warren Buffett has always been a firm believer that staying invested in stocks is the only course. If anything, Buffett, the chairman and CEO of Berkshire Hathaway, is famous for the ultimate statement on dip buying: Be fearful when others are greedy and greedy when others are fearful...

Read the Full Story

FOLLOW US