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There are many reasons to engage the services of a financial advisor.

Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable.

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s worth.

Degrees of Liquidity

We all want what is best for our children. At an early age, we teach them to eat the right foods, we place them in the best preschools, we encourage them in grade school and high school, and we cheer them on when they excel in extracurricular activities.

Put another way, we want our children to succeed in all aspects of life.

“I have found that the importance of having an investment philosophy — one that is robust and that you can stick with — cannot be overstated.”

— David Booth

Are you ready to become a better investor? Would you like to enhance your understanding of the most important principles that drive the creation of wealth, without it hurting a bit? In this approachable report, we’ll introduce you to three essentials on how to invest with greater confidence, with evidence instead of emotion guiding your way.

Here are a few tips for saving on taxes in your business. Did you know that you can take the home-office deduction, even if you spend more time at a separate location? You may also want to be aware of the survival of the Employee Recreation and Parties tax code through TCJA Tax Reform and how to claim the most benefit.

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.

Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!”

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. However, like any other profession, we sometimes have a funny way of saying it.

By Jenny Anderson - March 12, 2019

On a blustery March day five years ago, I locked arms with my mother and walked into a church in Maplewood, New Jersey to bury my brother. Bagpipes played “Amazing Grace.” I remember shivering and worrying: that my dad would slip, my mom would collapse, and that I would botch the eulogy.