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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. Current events are important and we’re glad to have you reading along.

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Friday, January 5, 2018

Well folks, another year has slipped past us and we’re on to 2018. And what a year 2017 was! This is my 36th year of projecting what markets might do in the coming year. In 2017’s “WHAT’S AHEAD” I quoted...

 

Tuesday, December 19, 2017

Congress is poised to pass a 503-page law that fundamentally restructures the US tax code. If the bill passes, new tax rates and countless other provisions would go into effect on January 1, 2018. Most of the old rules, though, would...

 

Thursday, August 10, 2017

What You Have, What You Need and Getting What You Want If you are thinking about getting a divorce these 5 questions should be addressed before meeting with an Attorney, Mediator or Certified Divorce Financial Analyst (CDFA). Do you...

 

Wednesday, July 26, 2017

http://www.aaaphx.org/donate/ http://www.mpblack.com/resource-center/tax/six-most-overlooked-tax-deductions

 

Thursday, May 18, 2017

POST DIVORCE PLANNING CHECKLIST The assistance of an Attorney and CDFA are recommended during this process. These Issues can be handled by Divorce Attorney or referred to a new Attorney. A CDFA who is also Financial Planner will guide...

 

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Thursday, March 9, 2017

Why are we hosting this? This event was inspired by the recent success of our client and consulting partner Becky Feola. She became an award winning Author, with her book “The Eldercare Consultant”. Becky has helped Our...

 

Monday, January 23, 2017

Once again, I write about the upcoming US Stock Markets... In early 2016, I sent you my annual prognostication and stated that the US Stock Markets would be up “in that 10% or better range”. The conditions for that to occur...

 

Saturday, January 21, 2017

Over the last few years, the Federal Government has been working on the Department of Labor (DOL) Fiduciary Rule. April 1st, 2017 is the first date of enactment and every financial firm in the US must comply. Today, the DOL rule only...

 

Friday, November 18, 2016

If Good Government Was Required For People To Be Financially Successful, Everybody Would Be Broke! Your Financial Advisors Job is NOT to guess what’s going to happen in the future or advise you to make short-term adjustments,...

 

Friday, November 4, 2016

Have a Cohesive Estate Plan in Place for You and Your Family The goal of every Financial Plan is for the client’s money to outlive them. If successful, in most cases, the next generation will inherit whatever is left. It then...

 

Tuesday, August 30, 2016

What is the last piece of advice you can give your client after their divorce settlement?

 

Tuesday, July 26, 2016

“It Only Has to Hurt a Little” Divorce Made Easier by Michael P. Black CFP, CDFA The Gut Wrenching Battle You just spent 9 of the worst months of your life, but it’s almost over. You had no idea divorce could be so...

 

Friday, July 1, 2016

Britain elected to leave the European Union in a close vote and contrary to expectations measured by recent polls. The US markets (Dow Jones) were up by over 200 points and are expected to be down substantially. Markets tend to...