Tag Archives | investment

H is for How Helpful is Your Smart Phone?

    Over the past ten years smart phones have rapidly changed from a simple communication device to an incredibly valuable tool for everyday life. Think about the power we now have at our fingertips; the ability to look up any information we please, to get in contact with whomever we want at the touch […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

G is for Going from Giddy to Glum

Congratulations! You got your college degree; this is something to be giddy about. After all you spent four years or more of your life working hard to achieve this goal. You should be happy and proud! So don’t let the fact that a year later, you haven’t already found the perfect career make you glum. […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

B is for the Bitcoin Buzz will it Boom or Burst?

The boom of the Bitcoin has opened the door to the world’s first decentralized money and crypto-currencies. Like any currency, bitcoins can be exchanged for goods and services but unlike conventional currencies there is no physical place of exchange, there is a virtual exchange…the internet. Some say that something great has begun – an era […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

Z is for Is Zigzagging between career and family

The transformation of women’s lives over the last century has been filled with great changes and challenges. Today’s women have become extremely valuable in the workplace and have worked hard to get the respect and pay they deserve. Yet, many find themselves Zigzagging through life trying to obtain the perfect balance of career and family. […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

X is for eXactly how much is the tooth fairy paying for a tooth?

    How much thought have you put into the tooth fairy and “his/her” gift amount to your child? Would you be surprised to know that Delta Dental has been conducting the Original Tooth Fairy Poll® since 1998? The poll collects Tooth Fairy average giving and compares it to stock market activity to illustrate how […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

W is for Why Women Worry about becoming “Bag Ladies”

We have all sorts of fears, rational and irrational, but have you ever worried that your older self may be wandering the streets alone and penniless, with all your worldly possessions stuffed inside a shopping cart? If you have – you are not alone. Although enormous strides professionally and financially have been made by women […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

T is for Tax Mistakes You Should Avoid

There is no doubt our tax laws can be complicated. The continued expansion of our tax code, along with its complexity, helps to create a playground for common mistakes. Making one of these mistakes, no matter how small, may result in underpayment, overpayment or delays on your refund. Let’s go over some of the most common […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

AZ Asks Advisor Views

A feature from Ann Zuraw, Zuraw Financial Advisors,   LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while        enhancing your overall investment experience. Human Capital: Don’t Overlook this Important Asset Class  When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each of […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.