Posts by Keith Singer
Is the market going to do well?
It’s not uncommon for new clients to ask me how I think the market will perform. I guess some people expect their financial advisers to have a unique ability to…
Read MoreValue investing
Benjamin Graham, who is generally viewed as Warren Buffet’s mentor, has several rules about investing. One of his main rules is to always invest with a margin of safety. In…
Read MoreShould you disinherit your children if they don’t love you?
As a certified financial planner and an estate planning attorney, I am in the unique position to counsel my clients in both their financial planning and their legacy planning. Many…
Read MoreUndue influence
Undue influence is a legal doctrine that is used to describe the use of one’s power that arises out of a special relationship to coerce someone to make a decision…
Read MoreMedicaid Planning
Florida residents are eligible for free health care and nursing home services if they possess only limited resources. For Florida residents, non-exempt assets must be below $2,000 to qualify. Exempt…
Read MoreFinancial Swiss Army knife
Throughout the financial planning process we must address numerous concerns. Is there ample liquidity? Is there a growth strategy? How can we mitigate risk? How can we create sufficient lifetime…
Read MoreStock markets keep surging
Hopefully you are enjoying your Labor Day weekend with the knowledge that your stock investments have done well so far this year. Through the end of August 2018, the S&P…
Read MoreRough road ahead for retirees?
When planning for retirement, it’s important to make several assumptions concerning expected investment returns, life expectancy and inflation. If you utilize conservative assumptions regarding these factors, your chances of not…
Read MorePreferred stocks
When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…
Read MoreBenefits of fixed annuities
For those looking for conservative growth with higher yields than bank products, fixed annuities can be an attractive option. Fixed annuities are contracts with insurance companies that provide for tax-deferred…
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