BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services As market volatility picks up, a steady hand is needed. Investors are being taunted by prognosticators and so called experts that it may be time to once again follow the old Wall Street axiom of “Sell in May and Walk Away.” As tempting as this sounds, […]
Product vs. Process BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services As the first quarter of 2012 comes to a close, I’ve been meeting with clients regularly to review their portfolios and discuss our results. Needless to say, there’s been a fair amount of smiling and sincere thanks. While we will certainly pat ourselves […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services Noise on dividends and buybacks has reached an almost fevered pitch since Apple‘s (AAPL) $100 billion cash hoard came to light. Accordingly, I thought some context and perspective on dividends and buybacks was in order. Some advisors, brokers, and investors believe that share-buyback programs are “always” […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services This is about the time of year that I see investors breaking the New Year’s resolutions they formulated in September or October and committed to with solemnity in December. These are the worst kind of broken promises because, ultimately, the person you are hurting most is […]
By CHRISTOPHER HANLY An individual retirement account (IRA) should be one of the cornerstones of anyone’s nest egg, offering great tax benefits to anyone socking money away. While individuals can and should contribute to their IRAs on a monthly basis, many don’t. According to the Employee Benefit Research Institute, the largest source of contributions come […]
BY MICHAEL RICONDA MONTEBELLO – Situated in a sprawling residential area across from Suffern Middle School, the Montebello Mansion stands as a scenic landmark in an otherwise plain town. The character of other opulent houses in the neighborhood would suggest a wealthy Rocklander enjoying the breathing room of a massive home. However, appearances can deceive. […]