Jim Lorenzen, CFP®, AIF® You’re probably wondering, “What does the electoral college debate have to do with Thanksgiving? Nothing. It maybe has more to do
Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.” – Warren Buffett I’ll never forget visiting with a nice couple
Jim Lorenzen, CFP®, AIF® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
