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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, May 3, 2018

I hope you found my educational series of posts aimed at helping the next generation gain greater confidence and control over their finances helpful. Here is my final installment of this series. Please feel free to forward this to your...

 

Wednesday, May 2, 2018

This is the fourth in a series of educational posts aimed at helping the next generation gain greater confidence and control over their finances. Please feel free to forward this to your own children, or to friends or relatives with...

 

Tuesday, May 1, 2018

This is the third in a series of educational posts aimed at helping the next generation gain greater confidence and control over their finances. Please feel free to forward this to your own children, or to friends or relatives with...

 

Thursday, April 26, 2018

This is the second in a series of educational posts aimed at helping the next generation gain greater confidence and control over their finances. Please feel free to forward this to your own children, or to friends or relatives with...

 

Friday, April 20, 2018

This is the first in a series of educational posts aimed at helping the next generation gain greater confidence and control over their finances. Please feel free to forward this to your own children, or to friends or relatives with...

 

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Tuesday, March 13, 2018

These are the views of Katie Williams, a freelance financial writer and news commentator, not the named Representative or Broker/Dealer, and should not be construed as investment advice or a recommendation. Neither the named...

 

Friday, February 9, 2018

The math is simple: For every year a person postpones claiming Social Security beyond full retirement age, benefits increase by 8% per year up to age 70, boosting benefits by up to 32%. The catch: What to do for income until then? For...

 

Tuesday, October 3, 2017

October is Estate Planning Awareness Month As a member of the Financial Planning Awareness Foundation, I would like to spend a few minutes talking about Improving Financial Awareness and Financial Literacy. Did you know: The majority...

 

Thursday, September 28, 2017

Is Your Financial Advisor Independent, An RIA Or Wirehouse Rep? You Have No Idea But You Should Please click here to read the Forbes article Our BenchMark of South Florida advisors are hybrid advisors. As the article says, A large...

 

Thursday, September 14, 2017

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being prepared...

 

Sunday, August 27, 2017

Many of us remember when life was (or at least) seemed simpler. You went to the bank and your choices were a checking account and a savings account. You didn't have to decide what type of checking account you wanted or whether or not...

 

Monday, August 21, 2017

What is the value of using a financial advisor? To answer that question, let's see what Dr. Wade Fau has to say. Dr. Pfau holds a doctorate in economics and a master’s degree from Princeton University, and Bachelor of Arts and...

 

Monday, August 14, 2017

What Is Risk? According to the dictionary, Risk is "a situation involving exposure to danger". But INVESTOPEDIA has a different definition: "Risk involves the chance an investment's actual return will differ from the expected return....

 

Tuesday, August 8, 2017

What is an Independent Advisor?

 

Wednesday, August 2, 2017

Today, I thought I would talk about the three-legged stool. This is an analogy I like to use when I talk to my clients about retirement. As you might imagine, retirement is the seat of the stool and is supported by three solid legs....

 

Monday, July 31, 2017

Good Afternoon, It occurred to me that posting news from other sources does not give you a sense of what BenchMark is all about. So, today, I thought I would take a new approach. I want to address topics that are of concern to you and...

 

Monday, July 24, 2017

Tips for Reducing Financial Stress Before, During, and After Your Vacation Do you have summer travel plans? If so, you’re in good company. According to AAA, 42% of Americans planning a vacation in 2017 will be traveling during...

 

Thursday, June 22, 2017

Ways to Boost Your Retirement Savings What comes to mind when you hear the word “retirement?” For many, it’s “money” because this one thing can make or break your retirement. Having a retirement saving...

 

Tuesday, June 6, 2017

At-A-Glance The S&P 500 and NASDAQ Composite had their strongest monthly gains in 3 months. Foreign equities continued to generally outpace domestic equities in May and so far this year. The Bloomberg U.S. Dollar Index fell 2.15% last...

 

Tuesday, June 6, 2017

Everybody loves a winner In a world where the latest record high on the Dow Jones Industrial Average or the S&P 500 Index dominates financial headlines, the traditional well-diversified investment portfolio has fallen out of favor....

 

Thursday, May 18, 2017

MONTHLY MARKET REPORT MAY 2017 US MARKETS Strong corporate earnings, results from the French presidential election, and a tax reform proposal combined to propel stock prices higher in April. The Dow Jones Industrial Average rose 1.34...

 

Saturday, April 1, 2017

The Value of a Fiduciary Advisor Reaches 4% in 2017

 

Tuesday, March 28, 2017

Cetera Investment Management has just issued its Market Outlook Outlook for Q2 2017. This commentary discusses the common theme of the outlook that they continue to be constructive on markets, but that optimism is tempered by the...

 

Tuesday, March 28, 2017

Rules governing indexed universal life insurance may not go far enough

 

Thursday, March 23, 2017

“The Retirement Savings Dilemma” https://www.brainshark.com/WBCLLC/vu?pi=zH3z13v5FUz4OtKz0&dm=1

 

Monday, March 20, 2017

A Resilient Rally

 

Monday, March 20, 2017

Markets Adjust To Political Change