Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
Last night was both the final home opener at Mellon arena, and the first game since the Pens won the Stanley Cup in June. I mentioned previously after the Steelers home opener that I was pretty disapointed in the minimal Super Bowl Celebration at Heinz Field. I was hoping the Pens would get it right.… [Continue Reading]
Times were very different for me in the spring of 2006. I had recently left my investment advisory position at a large regional bank, to work with with an independent wealth management firm in town. Part of my “condition of employment” if you will, was that I pursue the Certified Financial Planner ™ certification. I… [Continue Reading]
Last night, the Pittsburgh Penguins "welcomed back" both Jaromir Jagr and Max Talbot. Jagr has been … [Read More...]
Not too long ago I raced road bikes, and was fairly competitive. Somewhere along the line I didn’t make the time to stay in good enough shape to hang with the local Wednesday night ride, and not long after didn’t ride much at all. I stayed in decent shape by going to the gym most… [Continue Reading]
The 2011 edition of the Technology Tools for Today conference wrapped up this afternoon in sunny Weston FL. Like last year, I’ve come away with several ideas about ways our financial advisory practice can make better use of technology. For extensive coverage of T3, check out the live blog by RIA Biz. As for me,… [Continue Reading]
By now you’ve probably seen more than a handful of advertisements or solicitations encouraging you to convert your Traditional IRA into a Roth IRA. If you haven’t, take a moment to google Roth conversions and see how many ads and articles appear, extolling this opportunity. Why all the hype? 2010 marks the first time… [Continue Reading]
