Latest articles by Craig Kirsner, Investment Adviser Representative
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Preparing for the Next Recession: Six Considerations for Retirees
Being more disciplined and risk averse in the good times can make it easier to weather the bad times when they inevitably arrive.
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Have a Retirement Bucket List? Don’t Hesitate to Dive In
Early in retirement is when you are most likely to have the three necessary elements going for you at the same time — money, health and time.
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The Metaverse Explained (and Why You Should Care)
cryptocurrency It’s not just kids in headsets playing D&D and art lovers strolling the Louvre from their living rooms, the metaverse is a whole new world – one that has the power to affect your finances.
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Retirees: Go Ahead and Spend More in the Go-Go Years
retirement To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time.
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Financial Advice for Millionaires: 5 Strategies for 2022
retirement How millionaires can potentially save a lot in taxes and how to help protect the assets you leave your family and help keep them in your family bloodline long after you’re gone.
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How Might Archegos’ $10 Billion in Losses Affect Your Retirement?
retirement Could derivatives cause the next financial crisis like they did in 2008? I’m seeing some very troubling signs.
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The Elimination of the Stretch IRA: 7 Strategies to Consider
retirement Some, like Roth IRA conversions, will be familiar possibilities. Others, including spray trusts and strategic disclaiming of spousal IRAs, might be new concepts for you.
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Mutual Funds vs. ETFs: Why Choose One When You Can Use Both?
investing One tends to be cheaper to own and the other tends to perform better during down markets. That's why I recommend going with a combo strategy.
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What You Need to Know About the Shadow Banking System Now
banking There's a chance that you may have a loan with a "shadow bank" and not even know it. What exactly are shadow banks, and what risks and rewards do they represent?
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What Millionaire Investors Should Do in 2019
retirement When you look at all that went on in 2018, it appears clear that my best advice for 2019, based on my financial predictions, would be to batten down the hatches.
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Stock Market Storm Trackers Have Their Eyes on the Skies
investing The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare.
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7 Golden Rules for Investing and Advanced Estate Planning
Investor Psychology You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules.
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Are Blue-Chip, Dividend-Paying Stocks Really ‘Safe’?
investing Big names can feel reassuring, but these companies aren't immune to stock market downturns ... due to outside forces or of their own making. From GE to Hershey, here are four big names that illustrate the point.
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7 Myths About Variable Annuities: Exposing Their Dark Side
annuities On the surface, variable annuities sound almost too good to be true. But once you learn the facts about the safety of your principal, the fees and how the income is paid out, you’ll see they might not be as great as they sound for retirees.
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What is the Central Bankers' Bubble and Will It Burst?
investing Easy-money policies across the globe have set us up for some rocky times ahead. Here's why, and what retirement savers and investors should be doing now to protect themselves.
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