Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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Are you too conservative?

Since 401(k)s became popularized almost 30 years ago, a significant number of US employees now rely on the vehicle as their primary source for retirement income. However, there is one threat to retirement investors that can unhinge even the best of plans. Being too conservative with 401(k) allocations can have serious consequences, and throw retirement… Continue reading →

Sour Apple: What to expect ahead of Apple’s announcement

I recently appeared on CNBC’s “Nightly Business Report” to offer insight on concerns regarding Apple shares, as next week marks the release of their new device. I explained that the high expectations and dependency that consumers have on Apple products is quite dangerous for investors, especially as other vendors have come into their market space.… Continue reading →

Charlie’s month-end reading list

We’ve compiled a new list of articles that piqued our interest this month. Improving earnings and views that corporate America might be loosening up its purse strings were particularly good to see in August. Unfortunately, some small businesses continue to struggle, and housing remains a concern. Check it out: First is a piece from Business… Continue reading →

6 financial “to-dos” before year end

During summer, it’s a natural inclination for families and individuals to put investment planning, budgeting and other personal finance concerns aside. However, as vacations wind down and people slowly get back into their normal routine, it’s likely that finances will again be top of mind. Over the coming months, it’s advantageous to make finances a… Continue reading →

Market perspective: Stay the course

During my latest CNBC “Closing Bell” segment, I weighed in on expectations for the market to continue its run-up and if the annual conference in Jackson Hole will impact the rally. Reminding viewers that the markets are poised to do well over the long-term, I offered that I don’t see any sharp declines on the… Continue reading →

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