Investing in a 529 Plan
September 15, 2020
If you are like most people saving for college is a daunting task and financially it seems overwhelming to even get started. However, the good
Category: Investing
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Lower Rates Lower Returns
June 11, 2020
At its last meeting, the Federal Reserve said it expects to keep interest rates near zero through 2022. The move is mean to bolster the
The Fed Lifts Markets
May 14, 2020
If you are trying to figure out why the stock market has been going up while the economy is going down, you probably don’t have
Retired, Now What Should You Do?
April 16, 2020
If you are retired and need to live off the income from your investment portfolio, this is a particularly challenging time. The rule of thumb
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
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
How Much Can You Withdraw In Retirement?
March 27, 2019
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.
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