What the Market Needs Now
April 2, 2020
When I first examined the coronavirus and its potential impact on the markets in early March, I advised revisiting individual asset allocation to ensure that
Category: Investing
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Managing Through and Beyond the Crisis
March 19, 2020
The financial markets continue with their process of sorting through all the data about the coronavirus, its impact on consumers, companies, and the overall economy. Right
Bringing Your Family into the Conversation
April 11, 2019
At Northstar, our relationship isn’t just with your wealth, it’s with you and your whole family. We want to collaborate with you to ensure that
Sequencing of Return Risk: What Every Retiree Should Know
February 5, 2019
If you are going to retire and attempt to live off the returns from your investment portfolio, you should be familiar with something called “sequencing
How to Choose a Financial Advisor
January 6, 2019
Finding the right investment advisor can be a confusing and challenging process. First, the number of professionals offering to manage your investments has continued to
How Much Can You Withdraw In Retirement?
November 27, 2018
To figure out how much you need for retirement, you need to know how much you can reasonably distribute from your retirement portfolio each year.
Are retail stocks worth the risk?
October 19, 2018
The recent bankruptcy filing by former retail giant Sears proves that the retail sector is continuing to experience a vast disruption. Struggling for years, Sears had closed
Millennial Investment Tips
September 18, 2018
It’s no secret that most Americans aren’t financially ready for retirement. A recent survey from Northwestern Mutual found that one-third of Americans had just $5,000 saved for
The Price We Pay for Keeping Our Promises
August 28, 2018
Recent studies show that most Americans cannot tell the difference between various investment products available for retirement accounts. That, and most Americans don’t know whom to ask
What the Yield Curve is Telling Us
July 24, 2018
There’s been a lot of talk lately about how watching the bond market can provide important clues about where the economy is heading. In particular,