What’s Actually in the New Healthcare Reform bill?

Many of our clients have expressed major concerns over escalating healthcare costs. Since the Patient Protection and Affordable Care Act was finally signed into law last month after a century of trying, we felt it would be helpful to summarize the key reforms given the controversy and confusion surrounding the 2,000 page bill. No lifetime […]

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Why Should you Care about a “Fiduciary Standard”?

Currently the approximately 630,000 brokers, bankers, and insurance agents registered to sell securities must determine whether investments are “suitable”—based on how much money you have, what else you are invested in, your tax status and what your investment objectives are. These salespeople aren’t obligated to act as a fiduciary, in your best interest, even when […]

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Tempted to Look for the Next “Hot Thing” in the Market?

Who’s the smartest of them all? We currently see ads and junk mail pieces from money managers saying they are the greatest because they sold out before the crash or bought (emerging markets, junk bonds etc.) just at the right time. Truth be told, facts are facts and though there are some really smart money […]

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This is Your Brain on Money: Emotion Over Reason

Calming Your Emotional Impulses and Economic Fears Jason Zweig is a personal finance columnist for the Wall Street Journal and the author of Your Money and Your Brain: How the Science of Neuroeconomics Can Help Make You Rich. Mr. Zweig has researched a new discipline called neuroeconomics, which combines biology, psychology and economics to try […]

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