During my days investigating fraud and financial crimes as a detective, I saw so much criminal, financial abuse toward the elderly, that I had to share this important article. The unfortunate thing was that more often than not, there was little that could be done after the fact to recover the lost assets. And what [...]

When should you sell an investment if the value drops? Investors agonize over this and often let themselves be guided by the old adage: “Buy low, sell high.” Based on this logic, they decide they will hold any investment they buy until they can at least break even. Once a client adopts this mantra, it [...]

This morning I opened my email inbox and found the same email of the City Council Agenda forwarded to me by six people. I never receive such emails, but I was asked my view of the proposed police officer retirement benefit changes. This is an important issue for the cops, but the lesson affects all [...]

Most people have no idea how much their mutual funds in or outside of their retirement accounts cost. If you’re like most people, you probably don’t know you’re being charged hundred’s or thousands of dollars each year, but you are.

Daily we are bombarded with horror stories in the financial media about how severe the current recession is.  It has unofficially been named “The Great Recession” making a very uncomfortable connection to the Depression of the 1930′s. So just how bad off are we?  Should you prepare yourself as if we are entering or are [...]