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As a single professional woman, you work hard to balance work and home—but sometimes it feels like you can’t do everything as well as you’d like to.

The Bloomberg News story goes on to point out that “the idea behind asset allocation is simple; when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.”

Every January, many in the financial industry make forecasts about what will transpire in the coming year.

A good attorney is an absolute necessity in the divorce process. But, what about the financial considerations beyond legal advice?

How does an investor deal with market volatility? And how does an investor profit from volatility?

Losing a loved one can be paralyzing. In the midst of emotional numbness and heartbreak, the pressures of finances begin to creep in.

The Chinese stock market, as measured by the Shanghai Composite Index, crashed 6.9% on Monday January 4, 2016, triggering circuit breakers that shut down the market.

Please raise your hand if you feel like you have enough time in your day to grow professionally, spend ample time with your family, keep your home maintained, stay on top of your other responsibilities AND aggressively tackle your financial goals. Anyone? Anyone?

Many of our near-retirement and retiree clients have heard discussions of Social Security claiming strategies on the golf course or in their book club, but don’t know how they impact them.

Let’s establish something—Social Security is complicated.