On February 24, 2016 Nicole Romito of Financial Strategy Network, LLC held the third event in her “Got Money Moxie” series. Successful and smart women joined Nicole for an evening of food, wine and camaraderie to discuss Assets: Which ones make you money, help keep your money or cost you money? The group quickly determined that there […]
Understanding the psychology of financial markets is important for investors. The first step is to recognize that markets are driven by stories. For example, will a company produce a great new product that consumers want to buy? Will the forces holding inflation down start to fade? Will low commodity prices have a negative impact on […]
FSN did an analysis to determine which of many methods of rebalancing a portfolio was in the best interests of the client. Portfolio Rebalancing Revisited In an effort to determine how recent financial markets may impact portfolio rebalancing, two asset allocations models were evaluated over varying time periods. The goal was to identify if rebalancing […]
The first two weeks of the year have been the worst ever for US stock indexes. Indexes are now in correction territory for the second time in six months and the big swings are testing every investor’s internal fortitude and begging the question: will the correction lead to the first bear market in nearly seven […]
The President made some changes to 529 plans, both provisions are retroactive for 2015. Click here to read about it.
Posted by FSN on December 17, 2015 Categories: Uncategorized
With the file-and-suspend strategy being eliminated, an alternative involving a restricted application looks promising With the Social Security changes in the budget deal, I am more confused than ever. My wife and I are both 64. My benefit at 66 is about $2,330, hers is about $800. I was planning to file and suspend at […]
Getting people to build a nest egg is simple, Prof. Thaler says: Make it easier If an economist can give us 10 reasons why it’s crucial to save for our retirement, a behavioral economist can give us 100 reasons why we still don’t. Richard Thaler, a professor at the University of Chicago Booth School of […]