by Martin Murray | Sep 11, 2023 | Uncategorized
Where were you 22 years ago when you learned of the “small fire in a rooftop air conditioner compressor on the North Tower of the World Trade Center”? Who were you with when reports started flowing in minutes later that it was in fact a terrible accident...
by Martin Murray | Aug 10, 2023 | Uncategorized
Exec Summary The United States’ Credit Rating was downgraded recently. This should not have a direct impact on the average consumer and investor…today…but it could be a signal that both stock and bond markets may become more volatile as some large market...
by Martin Murray | May 20, 2023 | Uncategorized
A vacation is a wonderful way to unwind, explore new environments, and make memorable experiences. However, one key factor that can greatly influence the quality of your trip is money. Careful planning around finances can help you avoid unnecessary stress and ensure a...
by Martin Murray | May 18, 2023 | Uncategorized
How it started. The United States national debt—a topic of considerable economic and political debate—is as old as the nation itself. In fact, the origins of the national debt can be traced back to one of the country’s founding fathers, Alexander Hamilton (the...
by Martin Murray | May 8, 2023 | Uncategorized
As an investor, you’ll often encounter the terms “fiduciary” and “suitability” when discussing your financial options with advisors and investment brokers. It’s crucial to understand the differences between these two standards, as...
by Martin Murray | May 1, 2023 | Nearing Retirement
As you approach retirement age, financial planning becomes increasingly important. While everyone dreams of a comfortable and stress-free retirement, it is not a given, and requires careful planning and preparation. With that in mind, let’s explore some of the...
by Martin Murray | Mar 1, 2023 | Investing
I started out the day with a great plan – pull together a post about how the right annuity, designed with your specific needs in mind, can play an important role in protecting some portion of your irreplaceable wealth. Instead, I pulled a Sidney J. Harris (a columnist...
by Joe Lind | Feb 21, 2023 | Investing
Forty five percent of Americans with investable assets between $100,000 and $5,000,000 are Self Directed Investors (aka DIY investors) and their investment decisions are costing them 3-4% annually vs. the market. Since 1994, Dalbar Research has conducted their...
by Martin Murray | Mar 2, 2022 | Financial Preparedness
Income taxes are due in a little less than 60 days and, unlike last year, there’s little reason to believe the deadline will be extended beyond April 18th, 2022. According to a recent IPX1031.com survey, a third of us wait until the last minute to start working on our...
