July 11 2016

July 6th 2016

MILLENNIAL MONDAYS COMING NEXT WEEK

Be sure to check out this month's Newsletter! This month's topics include: (1) Mid-Year 2016: An Investment Reality Check; (2) Q&A on Roth 401(k)s; (3) Finding and Claiming Forgotten Funds.

Have a safe and enjoyable Fourth of July Weekend!

On June 23, citizens of the United Kingdom (England, Scotland, Wales, and Northern Ireland) voted to leave the European Union by a margin of 52% to 48%.1 Though pre-election polls suggested that public opinion was evenly divided, when the election results became clear, financial markets around the world reacted swiftly to concerns about potential economic ramifications of a British exit—o

To Our Valued Clients:

In 1982 the rock band The Clash asked “Should I Stay or Should I Go?”

Last night the United Kingdom decided to GO. They voted to exit the EU.

Be sure to CLICK HERE and view a detailed recap of the market week of June 13th through June 17th.
We will provide weekly & monthly market recaps, so be sure to bookmark our blog and visit us frequently for updates!

You may be aware of some of the more prevalent fraudster activities, such as “phishing” which fraudsters use to trick you out of sensitive information.

Wouldn’t it be nice if cost of living for singles was just 50% of the cost for married couples? Often times, especially in our NYC metro area, the cost of living for a single person is much higher—anywhere from 60%-80%—compared to their married counterparts. As a result, singles have less expendable income to put toward retirement.