Thursday, February 23, 2023
The popular mantra, “Don’t Fight the Fed”( Winning on Wall Street Zweig 1970) seems to be back in fashion these days. Loosely interpreted, this slogan means that one should follow portfolio design suit with what...
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Tuesday, July 26, 2022
This year has been a perfect storm in terms of the driving factors that have caused various markets to decline. If any one of these competing factors had not materialized, it is quite possible that Equity and Fixed Income markets...
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Monday, September 13, 2021
It wasn’t too long after the Covid Pandemic outbreak that the byproduct of Covid itself began to make its mark on our business here at Excelsior Wealth Partners. Not in the conventional sense, but rather the ancillary domino...
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Monday, April 27, 2020
The CARES Act As the World tries to make sense of these recent Covid-19 events, legislation has passed in an effort to assist. The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) was recently passed to help Americans...
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Monday, January 27, 2020
The recent passage of the SECURE ACT may be the most important legislation to affect retirees since the Pension Protection Act of 2006. As is the case with most legislation these days, it was attached to the volumes of pages that...
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Tuesday, August 20, 2019
Our Wealth Management Firm specializes in Retirement Transitions; the first 5 years before a looming Client Retirement and the 5 years following. We tend to notice that the clients that come to us find this retirement process very...
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Tuesday, April 16, 2019
“Risk tolerance is about a heck of a lot more now than just ‘does your investment not grossly violate your time horizon and your willingness to take risk”- Michael Kitces https://www.kitces...
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Friday, November 16, 2018
It has been said that if a Financial Advisor had a crystal ball, it could be used to map a foolproof retirement plan for all clients. In absence of that crystal ball, we are relegated to using words like Monte Carlo analysis and citing...
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Friday, September 14, 2018
When it comes to Social Security and Medicare the majority of people that attend our workshops tend to think that most financial advisors are subject matter experts. In the years that I have been working with financial advisors I can...
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Wednesday, August 1, 2018
Whether you’re going on vacation, getting married, sending your kids to college, building a new home, or moving to the Caribbean islands, you need a plan. Few people have a financial plan, and that’s why many people...
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Monday, June 11, 2018
Failing to Have an Estate Plan Having an estate plan can be as simple as having a will. This is incredibly important, but people procrastinate about it more than just about any other step. Why? Because no one wants to talk about the...
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