Blog

Retirement & Savings Goals by Age Group

Are your retirement savings on track for your age? Making sure you have saved enough for retirement should be a top financial goal across all age groups, but many people still don’t know how much they should have saved at every...

Should I use retirement savings to pay for my kids' college?

4 Reasons why borrowing from your IRA or 401(k) for your kids’ college is a mistake. As seniors start filling out their FAFSA forms, parents across the US are wondering, “Should I use retirement savings to pay for my...

Old Party Bus Used By Guilford County Fire Department

When our old party bus died last year we decided to donate it to the Guilford County Fire Department. The one caveat was that we wanted the video when they lit it on fire. Well, this week we got the videos and it is pretty cool. They...

Financial Complexities of a Longer Life

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and...

Understanding the New Tax Law

The new tax bill has passed into law and there will be some major changes taking place for 2018. We’ve lost some deductions, gained others, and certain provisions have become significantly different. With all these changes, it...

Matt Chosen For Triad 40 Under Forty 2018

Matt was honored with the 2018 40 Under 40 Award for 2018. For more on his award, click this link for the Triad Business Journal.

What Millennials Need To Know About Saving for Retirement

While the latest surveys indicate that Millennials are becoming more serious about saving, most still do not have a detailed saving plan for retirement. According to a survey by Ramsey Solutions, only 38% of Millennials know how much...

Money Saving Tips for Men and Women

Are you making financial moves now that you will regret in the future? Recent studies revealed that not saving enough, spending money on non-essentials, and not investing enough were among the biggest financial regrets expressed by...

What Is Your Magic Number?

Will My Savings Last In Retirement? How to Find Out if You Have Saved Enough

For many Americans, the question, “Will my savings last in retirement,” is a cause for concern. Lost pensions, future medical costs, and the high cost of living have left millions of adults uncertain if they have saved the...

8 Key Life Events that Require Financial Guidance

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional...

Worst Money Behaviors and Hacks to Solve Them

Have you ever wondered why saving for the future or coming up with financial strategies always seems so difficult? Well, according to neuroscience, and neuroscientist Dr. Sam Barnett of Think Alike Labs, the brain wasn’t designed...

New Retirement Study Sheds Light on Generational Savings Progress

A new retirement savings study is sharing some interesting insights regarding how different generations approach and handle money that will be used for their later years. According to Allianz Life, who recently published the New...

Greensboro: The Second Best Place To Locate Your Corporation

As we just enter the New Year, my hopes for our wonderful city to finally get its big economic break were dashed. Runner up in the big game of corporate whale hunting is the kind of losing described by Ricky Bobby “If you...

1st Quarter Market Update

1st Quarter Market Update Happy New Year from the arctic abyss that has been Greensboro, North Carolina over the past few weeks. Great news is that many people are finally seeing the US Economy as healthy again. Unemployment is the...

4 Financial New Year’s Resolutions for 2018

Each one of us has areas in life in which we want to improve, with some people desiring change so much that 45 percent of Americans create resolutions each New Year according to the University of Scranton’s newest research study....

What You Need to Know about Bitcoin and Alternative Investment Options When Saving for Retirement

Whether you have started saving for retirement already or are just getting started on your investment and savings journey, it is wise to know the various types of investment vehicles at your disposal. While a skilled financial advisor...

Not Investing in The Stock Market Lands in List of Top Financial Regrets of 2017

We have all made money mistakes at some point in our life. And while we may feel alone when in the midst of financial regrets, a recent GOBankingRates survey highlights how many of our money mishaps are quite common. This recent survey...

What Do Latest Surveys Show About Millennial Savings?

Recent surveys are consistently showing that Millennials are exhibiting great saving behaviors and are focusing on their financial future. According to new research from Schwab Retirement Plan Services Inc., which ran a nationwide...

1 In 20 Americans Is A Millionaire – 6 Tips For How You Can Become One

Have you ever thought about how to become a millionaire? Whether you are interested in investing, building your own business, or a combination of both, you will be happy to know that obtaining millionaire status isn’t out of...

4 Financial Resolutions to Kick-Off 2018

With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were...

How to Protect your Financial Data During Holiday Shopping

Learn how to protect your identity while holiday shopping with these helpful tips. It happens every holiday season – a number of shoppers have their credit or debit card information stolen and the thief wreaks havoc on their bank...

Afraid of Investing? Face Your Fears with These Tips

To view my interview on News 2, click here. Facing investment fears is a tough process. Like most people, you probably have the desire to become more secure financially but you aren’t quite sure which road to take to make this...

Charitable Giving is an Investment in Yourself and Others

You may be bracing for that early December feeling – a crisp chill in the air, the tingling of bells and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving...

8 Retirement Savings Goals to Consider Today

One of the most common topics brought up by clients to financial advisors is that concerning retirement savings. Everyone is well aware they should be saving for their retirement, but finding the motivation can be difficult and...

Improve Your Savings with Nobel Prize Winning Strategies

Whether you keep up with Nobel Prize winners or are a mathematics-junkie, you are probably aware that Professor Richard Thaler was just awarded the Nobel Prize in Economics. What does that mean for the world in terms of finance? For...

How Well are You Financially “Adulting”?

Are you financially “adulting”? Adulting has become a popular phrase in today’s world, increasing in usage by 700 percent in the past year on social media sites. And while the term is typically used in a sarcastic...

4th Quarter Market Update

4th Quarter Market Outlook Hurricanes lined up in the Atlantic this year one by one to take aim at the United States, a lunatic took aim at innocent people attending a festival in Las Vegas, fires burn through cities consuming a swath...

4 Ways You Shouldn't Pay Off Debt

4 Ways You Shouldn’t Pay Off Debt Find out how to pay off debt properly with these tips from www.MattLoganInc.com Are you drowning in bills and fending off nonstop creditor calls? Many people will face a season of debt in their...

The Economic Impact of a Natural Disaster: Examining a Disaster's Ripple Effect

Between recent Hurricanes Irma, Harvey, Maria, not to mention an array of hailstorms, earthquakes and fires that have plagued the non-coastal areas of the country, it’s hard to deny that the US has been under an onslaught of...

Millennials with 6-Figure Retirement Savings: How Investing Early Pays Off

Want to begin saving for your retirement in your 20s? Let financial advisor Matt Logan help you. Oftentimes when we read about Millennials investing habits we find contradictory reports. Some headlines claim they are spending their...

How Fantasy Football Can Teach You About Investing

Are you a football lover who also has an interest in investments? Whether you are a seasoned investor or just dipping your toe into the water, you might be surprised to learn that football and Fantasy Football season can actually teach...

Check Out My Interview in Advisor's Magazine

Click here for the interview.

3 Retirement Planning Aspects Keeping People Of All Income Levels Up At Night

There are countless surveys, reports and statistics available that discuss how many Americans are not properly saving for retirement, if they are saving at all. Naturally, not having a plan in place is leading to a lot of stress for...

Top 4 Myths About Retirement

Get the most out of your golden years with these four tips for retirement planning. Many people dream about the day they can retire. Visions of traveling or spending free time on beloved hobbies can fill one’s mind, but...

Research Shows Money Can Buy Happiness…If Spent Properly

It is a question people have been debating about for some time…can money buy happiness? And while responses vary greatly, recent study data shows we might be closer to finding the answer. Money may in fact make some of us...

Retirement Planning for Singles

The complexing decline in marital status in the United States over the last sixty years is having a noticeable impact on retirement. This societal shift that, according to new data from the U.S. Census Bureau, has for the first time...

Record High Balances Being Seen Among 401k Plans

It seems more and more people are taking their retirement savings seriously, and implementing the help of a 401(k) plan to do so, according to a recent report from Fidelity Investments. Data from 2016 showed all time high balances...

Advantages of Retirement Planning

Curious about the benefits of retirement planning? Here are four to take advantage of from financial advisor, Matt Logan. Putting the security of your retirement into your own hands is crucial in today’s world. As we continue to...

Financial Planning for the College Student

Somewhere between the transition from high school to college the obligation for financial responsibility falls in the lap of the college student. Although surveys suggest that college students know they need to take responsibility for...

3rd Quarter Market Update

As I type, I am sitting at the Greensboro Aquatic Center at the Greensboro Coliseum watching my kids compete in the City Swim Meet. While both of my girls and everyone competing is wearing a swimsuit, I am quickly reminded of a quote...

How to Start Retirement Planning

How to start planning for retirement is one of the most discussed and researched topic in the world of finance, and with good reason. No one can accurately know the future state of Social Security, the cost of living continues to...

What Does Retirement Look Like To You? Couch Or Beach?!?!?

Click here to check out my latest interview with WFMY2 News Matt Logan is a Representative with Matt Logan Inc., and Summit Brokerage and may be reached at www.mattloganinc.com, 336-540-9700 or matt@mattloganinc.com. Matt Logan Inc is...

Best Personal Finance Books

Matt Logan CFP® Learn about the best finance books for beginners. Whether you aspire to one day work on Wall Street or seek to get your own finances in order and secure a nice retirement, it doesn’t hurt to soak up tips and...

Investing in Stocks for Beginners

Want to learn about investing in stocks for beginners? Learn initial stock tips here. Anyone who is interested in building their wealth over time has likely considered investing in stocks. But if purchasing stocks or investing is a new...

Retirement Planning Vs. Financial Planning

To see Matt's Interview with WFMY News 2 Click here. Retirement Planning vs Financial Planning Matt K Logan CFP® Successful retirement planning begins with a great financial plan. Although new rules and penalties have created...

Planning Mistakes that can Devastate Retirement

Need help planning your retirement? Here are four suggestions to help you save for your retirement years. Learn about four top retirement planning mistakes and how to avoid them with these...

Tips for Early Retirement Planning

Matt K. Logan, CFP Despite plans to continue working as long as possible, retirement may be upon you whether you are ready for it or not. Shifts in the economic landscape and health usually determines when retirement happens. Public...

Top 10 Do’s and Don’ts of Investing

Matt Logan CFP® Navigating through the unpredictable territory of investing can be challenging and stressful for new investors. Although at its core, the concept of investing is simple, there are pitfalls that can trip up even...

4 Types of People Who Have Common Money-Managing Woes

Matt K. Logan, CFP Just as each human being is unique, every person has his or her own personality when it comes to financial matters. Some are spenders, others are savers, a few may be hoarders and so on. Financial consciousness is...

So, Are You Average? Comparing Finances

Click Here to check out my latest news interview with WFMY2 News Matt Logan is a Representative with Matt Logan Inc., and Summit Brokerage and may be reached at www.mattloganinc.com, 336-540-9700 or matt@mattloganinc.com. Matt Logan...

New Bus Video

Here is a video I put together with some photos of the new bus.

Overcoming the Fears of Retirement

Overcoming the Fears of Retirement Matt Logan CFP® Retirement is often thought about with feelings of worry; even for those that are sufficiently prepared financially. In a world where economic security is dubious at best and the...

10 Preventable Missteps that can Wreck Financial Security

Every adult has made a fiscal blunder or two at some point in their lives. Overspending, not budgeting, carrying too much debt and ignorance about credit cards are big ones for sure. But when it comes to long term effects, financial...

What to Do When Your Adult Kid Is Financially Inept

Giving financial help to adult “kids” is becoming a common theme in today’s modern society. According to the most recent Pew Research Center (PRC) survey, parents in the U.S., Germany and Italy are providing a fair...

10 Interesting Financial Statistics that Defines the Average American

A number of factors make up the average American pie chart such as income savings, expenses, assets, debt, and spending patterns. Everyone’s financial picture will have some variations of course, however, there are several...

2nd Quarter Market Update

2nd Quarter Market Update Hopefully this finds you and your loved ones well. The first quarter of the year for us here in Greensboro saw Spring come twice, in February and again this past first week of April. Much like the confused...

Why Retired Women Are at a Greater Risk for Financial Catastrophes

To view my interview on WFMY News 2 click here. When planning for retirement, various challenges and hurdles can get in the way. These obstacles can often be different for men and woman, and may leave women at a greater risk for...

Why More Americans are finding it difficult to maintain their lifestyle in Retirement

Matt K. Logan CFP® Here’s a shocking statement! If you are not funding a retirement program that reach six figures or more by the time you retire in the next 5 to 10 years; you may find it difficult to maintain the...

What Rising Rates This Year May Mean to Your Finances

Matt K Logan CFP® The natural flow of events when interest rates rise may or may not have an impact on your finances. Those primarily affected by hikes in interest rates are people with high credit card debt, private student loans,...

How Higher Credit Card Rates Could Affect Your Finances

Matt K Logan CFP® The Fed’s decision to raise its benchmark interest rate will have a reverberating effect on credit card rates and other consumer debt. In fact, the most recent spike is shaping up to take a sizeable bite out...

When Your Five-Year-Old Is Crushing Her Bracket and What I Learned

I would like to start by making a confession to both of you who likely every read my blog. I hang my head today and humbly admit that my five-year old has taught me an important lesson and is schooling me in the hotly contested Logan...

The Risk Behind Untested Robo-Advisors

The Risk Behind Untested Robo-Advisors With the term “robo-advisor” becoming more commonplace in the finance arena, is it any surprise that more and more automated forms of robo-advising are flooding the market? The...

Boomers Going Out with a Bang

Matt Logan CFP® “More” is a common thread that seems to run through the entire life-span of the Post-World War II baby boomer generation. The succession of “mores” began when 3.4 million babies were born in...

How Millennials Can Avoid Working Until They're 75

In the last decade or so a startling revelation about what it takes to retire is highlighting the fact that without a solid retirement plan many millennials may need to continue working into their 70s or beyond. From a cultural...

Ways Couples Sabotage Their Retirement: What Couples Should NOT Do

Click here to view my interview on WFMY News 2. In today’s volatile economic environment, retirement is one of the most important topics couples need to be talking about. However, according the American Psychological Association...

Get Teenagers Talking About Investing

Click Here to check out my latest news interview. Learning to invest at an early age can really set teenagers on the right path financially and it doesn't have to be boring! Financial planner Matt Logan shares a few fun ideas to get...

7 Ways to Treat Your Heirs Fairly

Matt Logan CFP® Some of the most popular finance and legal questions revolve around the specifics of creating a Will and deciding how to pass assets along to family members in a fair manner. While many parents share a common goal...

Self-employed? 5 Ways a Solo 401(k) Can Help you Save For Retirement

Matt Logan CFP® With the New Year upon us, now is one of the best times to focus on your financial goals and decisions for 2017. While general savings and paying down debt are typically two of the most popular finance-related New...

The Numbers Behind the Super Bowl

Click Here to check out my latest news interview with WYFM2 Matt K Logan CFP® The Super Bowl is a cultural phenomenon unique to the United States. Super Bowl 51 is expected to continue the trend of spending, eating and celebrating...

DOW 20,000- What About DOW 100,000?

DOW 20,000- What About DOW 100,000? Matt K. Logan CFP(r) As the DOW hits another big round number or 20,000 and people once again say that it will never go higher, I would like to present the idea of the DOW 100,000. Before you call...

A Step-by-Step Guide for Accomplishing Financial Goals in 2017

A Step-by-Step Guide for Accomplishing Financial Goals in 2017 Matt K. Logan CFP(r) The power of January is that there is a collective thrust by the human race for change. People are either assessing or reassessing where they want to...

How to Start 2017 Off on the Right Foot Financially

With the New Year under way, now is the time when many people take inventory of different areas of life and determine where improvements can be made. Crafting a list of New Year’s resolutions isn’t new or uncommon. In fact,...

1st Quarter Market Update

Happy 2017! As I write this I am on a flight returning from a Magical Disney Cruise to the snowy abyss that is Greensboro. Our family had an amazing trip and fun memories and I am excited about the welcoming of 2017. I hope that your...

Make 2017 Different

7 Steps to Prepare for Retirement

Most Americans know they need to prepare for retirement but are often unsure of what they need to do. Unfortunately, being clueless in the years preceding retirement is having a negative impact on many seniors entering retirement today...

Implementing the “SMART” Plan to Help Achieve Financial Goals

Implementing the “SMART” Plan to Achieve Financial Goals The approach of a new year always brings with it the hope for change. Money rather than good intentions is at the heart of most objectives and what it takes to...

5 Bad Decisions People Make that Deplete their 401(k) Retirement Savings

Click Here for my latest interview on WYFM2! 5 Bad Decisions People Make that Deplete their 401(k) Retirement Savings. Defined contribution pension such as 401(k) plans have become the default support in retirement for millions of...

Strategies to Help Newly Wed’s Merge Their Money

Strategies to Help Newly Wed’s Merge Their Money Matt K. Logan CFP® Blending finances is not a fun activity that most modern couples are rushing to do today. In fact, with so much talk about pre-nuptials and spikes in divorce...

Can Investment Fears Put You at Risk of Dying Broke?

Can Investment Fears Put You at Risk of Dying Broke? Matt K. Logan CFP® Financial experts are seeing a direct correlation between the increasing number of Americans who die broke and today’s emotionally driven approach to...

How Trump's tax plan may impact your returns

How Trump's tax plan may impact your returns With campaign promises still reverberating about reversing policies and changes to tax laws, many are wondering how trump’s tax plan may impact their returns and overall financial...

Keeping Emotions In Check Post Election

To view my interview on WFMY, click here.

The Biggest Money Mistakes We Make—Decade by Decade

The Biggest Money Mistakes We Make—Decade by Decade Making money mistakes; even big mistakes is not an anomaly. Although the theory that monetary recklessness is a predominant plague for the young and inexperienced is not...

Halloween Numbers Scarier than Ever

Halloween Numbers Scarier than Ever Matt K. Logan CFPâ On the fun scale, Halloween may rank higher than most other holidays but thrills come at a hefty price. So far, the spookiest holiday of the year is shaping up to be the most...

What do I do If I become a trustee?

How to manage a trust? Assuming the management of a trust represents a major obligation. Therefore, selecting a trustee necessitates careful consideration of the complex skill set required to successfully manage a trust. As part of the...

Dancing with the Carolina Stars featuring Matt Logan

We are excited to announce that this year will be participating in the 9th Dancing with the Carolina Stars to raise money for OperationSmile. Our very own Matt Logan from Matt Logan Inc will be performing and it will be a hoot. We are...

4th Quarter Newsletter

4th Quarter Market Outlook As I write this I am returning from a wonderful, rain filled weekend with my wife to celebrate our 11th wedding anniversary. Much like our wedding day when we had a special uninvited guest in the form of a...

When is The Right Time to Teach Kids about Credit: Establishing Credit Card Readiness

When is The Right Time to Teach Kids about Credit: Establishing Credit Card Readiness Teaching children good credit habits have become a necessary dilemma of the modern parent. Today’s marketing strategies focused on kids and...

Turn Your Small Raise Into Big Savings

Turn Your Small Raise Into Big Savings Matt K. Logan, CFP(r) The economic dynamics and implications of shifting to a saving rather than a spending mindset can make a significant difference in long term financial well-being. Based on...

Retirement Planning Tips: Things to Consider

Retirement Planning Tips: Things to Consider Retirement planning is about closing the gap between the life we want to live today and how we expect to live in the future. Not surprisingly, anxiety is a common denominator for most...

15 Years Later: The Stock Market & 9/11

Do you know what has happened in the financial markets since 9/11? As we just passed the 15 year anniversary of this terrible event, I did an interview on WFMY to look back at it. Click on this link to see the interview. 15 Years...

The Financial World Since September 11th

The Financial World 15 Years After September 11th 15 Years Since 9/11- A Market Perspective 15 years ago this past weekend our country changed forever. Most people remember where they were the morning that terrorists flew planes into...

Stocks 101

Here is a link to my most recent WFMY interview explaining how a stock works. Focus On The Basics: What Is A Stock Today I am taking us back down to the nuts and bolts of investing. While many of you own stocks either directly or...

Apps To Help You Save Money

Please click here for my interview on different apps to help you save money and learn about money. Making Your Financial Life Into A Game This week is all about sport. With the Wyndham Championship bringing some of the best golfers in...

Got Money Stress?

Dealing with financial stress, you are doing it wrong! Click here for my most recent WFMY News 2 interview about money stress.

How much are you worth? Life Insurance 101

Click here for my most recent WMFY News 2 Interview about how much you are worth according to your life insurance.

3rd Quarter Newsletter

3rd Quarter Market Outlook Another over the top Fourth Of July celebration in my neighborhood has concluded. Having a July 3rd birthday that your neighborhood has been celebrating with a party since 1955 definitely has its perks. At...

What "Brexit" Means For Your Money

Click here for my most recent WMFY News 2 Interview about what you need to know about "Brexit"and your 401k.

More Money Doesn't Mean You Don't Have Money Woes

Click here for my most recent WMFY News 2 Interview about your financial health. http://www.wfmynews2.com/mb/news/more-money-doesnt-mean-you-dont-have-money-woes/250544303

Millennials Are Savers Not Moochers

Click on this link for recent interview. Millennial Myths About Money Revealed by Matt K. Logan CFP® MILLENNIALS…. Soemtimes I feel like that word that is thrown around all the time is a myth or belongs in a category of...

Your Credit Score & Why It Matters

Click here to view my interview Your Credit Score & Why It Matters. All About Credit Scores by Matt K. Logan CFP® Often times we hear about credit scores. Unless you have taken a loan or are planning to take a loan, they usually do...

Deer In The Headlights: What's In Your 401k?

Click here for my most recent WFMY News 2 interview about your 401k Deer In The Headlights: What's In Your 401k? Let me see if this scenario sounds familiar; you employer hands you your 401k booklet for the year or you get it in the...

2nd Quarter 2016 Market Outlook

I am finally coming clean and the reason for my teary eyes since April 4th is not really pollen. The UNC loss in the National Championship stirred a ton of emotion for me that I am getting through with a lot of counseling and extra...

Retiring Early Sounds Great - Paying Health Care, Doesn't

Click here for my most recent WMFY News 2 Interview about retirement and the cost of healthcare. Healthcare And Retirement by Matt K. Logan CFP® Healthcare has always been an important piece of the retirement landscape. With rising...

How A Financial Planner Speaks About Dating With His Four Year Old

Click here for the video

How Scammers can get to You

Click here to see my latest WFMY News 2 Interview about scammers. Ditch The Boxing Gloves- Financial Arguments and Keeping Order In Your Relationship by Matt K. Logan CFP® It is tax time. It is also scam week here at WFMY and those...

Is Student Debt Worth It?

Click here for my WFMY News 2 interview about student debt, and its real worth. Student Debt- A Closer Look by Matt K. Logan CFP® Somebody mentioned to me that politics and the presidential race is going on now. They said one of...

Why The Bus?

Why would a financial planner have a party bus? That is the first question anyone asks. “Because it is a fun way to give back to the community that supports us.” I respond. Sometimes a business does something so out of the...

You Spent How Much? Why Couples Fight Over Money

Click here for my most recent WFMY News 2 interview about couples and their money. Couples can argue about anything and everything, but money is a popular fight topic. Certified financial planner Matt Logan breaks down how and when...

News Interview- Which Bills To Pay Bill First

Click here for my news interview on WFMY. Low On Cash? Which Bills To Pay First?

Gas prices are down. Why aren't other prices?

Click here for my latest WFMY News 2 interview on how gas prices are factoring into other areas of commerce.

Snow- Bread pudding recipe for people running to store for bread and milk.

I have finally figured out what everyone must make when snow is predicted and there is a run on milk and bread at all the grocery stores. Here is a link to my favorite bread pudding recipe. I sub out gluten free bread. Give it a shot...

Market Update Regarding Recent Volatility

With the recent volatility driving a lot of emotion in the market, I wanted to share the attached market update that does a great job explaining the situation and what is driving stock prices down. Market Update Regarding Recent Volatility

A Memorial And Lesson From My Late Grandfather Dick

Dick Rutherford was born on February 5th, 1925 and died peacefully while holding my grandmother’s hand in prayer on January 5, 2016. A great man in more than a few facets of his life, Dick was my step grandfather. I had the honor of...

Lifestyle Creep

Click here for my News 2 WFMY Interview on Lifestyle Creep. If I Just Made More Money, Things Would Be Easier, Right? by Matt K. Logan CFP® “I don’t understand why that person would ever have anything to worry about, if...

Interview on Personality Types and Income

http://www.wfmynews2.com/story/news/local/2-wants-to-know/2015/12/07/your-personality-keep-you-making-money/76945550/ //

Talked To Your Parents About Their Money?

My Interview About Speaking To Your Parents About Money?

Should You Trust Your Money To A Robo-Advisor?

Should You Trust Your Money With A Robo Advisor? Robo Advisors Vs Financial Advisors You might not expect a flesh and blood financial advisor to have anything good to say about online financial advisors, but Matt Logan says there are...

3rd Quarter Market Outlook

3rd Quarter Market Outlook I hope that you are staying dry and have not taken to a canoe as your major form of transportation with all of the recent rain we have had here. While the seasons have predictably begun to turn into fall in...

Presidential Cycles and Stock Market Performance

Check out my news interview here: WFMY Interview Election Cycles and the Stock Market

The Beer Test

Why My Clients Must Pass The Beer Test People often ask me who my ideal client is. In a world of money, money, money, most financial advisors respond with a certain niche profession, net worth or account minimum. For years I tried to...

Second Quarter 2015 Market Outlook

Second Quarter 2015 Market Outlook I trust that this newsletter finds you well and that you have had a good summer thus far. This summer has been rocky with a lot of emotional movements in the market tied to our friends over in Greece...