Here’s to Your Wealth

I cover personal finance issues that face Gen X and the Middle Class. I also focus on the financial impact of life transitions such as divorce, job changes, or death of a partner. Each month I will also be sharing a market commentary titled “Here’s To Your Wealth”.

My blog is designed to provide useful information for those who are pursuing a better financial life.

Partner Blog for Here’s to Your Wealth

Why An Interest Rate Hike Will Not Stop The Stock Market Rally

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The markets continue to climb a wall of worry with only the spectre of fire and fury from a fierce conflict with North Korea dampening the enthusiasm for stocks. Interestingly, as of August 14th the South Korean stock market, as measured by the KOSPI index, was up over 16% for the past year (Source: Bloomberg), […]

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Why International Stocks May Continue To Outperform In 2017

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When asked how he was able to be such a successful hitter, baseball great Willie Keeler famously responded “I hit them where they ain’t!” In other words, he saw an opening that others weren’t watching, and he aimed for it. Applied to investing, that same philosophy can sometimes eventually pay off. For example, consider international […]

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May- Here's To Your Wealth

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In A Tale of Two Cities, Charles Dickens famously writes “it was the best of times, it was the worst of times.” Today, depending on where you get your news, you might agree with either perspective. While some channels and websites report chaos, collusion, corruption, and ineptitude, others report a picture of leadership, reopened factories, promises […]

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5 Questions Millennials And Recent Grads Should Ask Their Employers

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Millennials have been more comfortable with mobility and job changes than any prior generation. But with that comfort comes the responsibility of understanding employee benefits and considering the role of those benefits in your overall compensation package. Here are five important questions that recent grads can raise during the job interview process. 1. When does […]

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April- Here's To Your Wealth

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Despite the abundance of bad news around the world and relentless headlines back home, the U.S. stock market continues to climb higher. According to BTN Research, through the first four months of 2017, the total return of the S&P 500 (i.e., through 4/28/17) is +7.2%, north of its +3.5% average return for the first 4-months […]

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6 Tax Planning Tips To Consider For 2017

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With many Americans completing their 2016 tax returns, it might seem early to start working on reducing your 2017 taxes. But with taxes being a drag on net investment performance, it makes sense to shelter your investments to the maximum extent possible. It’s always best to consult with your tax advisor on all tax related […]

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8 Financial Tips To Help Manage The Death Of A Loved One

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Recently, I lost a friend to a sudden heart attack. The surviving family was face-to-face with an unplanned, difficult reality. We all know that any day can be our last, but few people make a plan for handling the financial decisions the surviving spouse or family will need to make. Avoiding the discussion around death […]

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March - Here's To Your Wealth

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The U.S. Stock Market performance soared from the November elections until the end of February. And to borrow from a well-known phrase, March’s performance came in like a lion and is going out like a lamb. The good news is that although the Dow Jones Industrial Average has fallen over 500 points as of March […]

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Not So Fast: The Risks Of Co-Signing A Credit Card

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“Neither a borrower nor a lender be; for loan oft loses both itself and friend,” famously counsels Polonius in Shakespeare’s Hamlet. Today he might have said, “Neither a borrower nor co-signer be.” Co-signing on loans for friends or family members is entered into with good intentions, but many people are unaware of the risks associated […]

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What Might Derail This ‘Trump Rally’

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Despite incredible political acrimony, mudslinging, and some seeming chaos in the new administration, the Dow Jones Industrial Average (“the Dow”) managed to rise about 14% from Election Day to February 28. While there have been gradual increases to the underlying economy and corporate profits that pre-date the election, three possible reasons for the recent stock […]

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