Posts by Lee


The latest target of identity thieves is not you, but rather your children. With little to no financial history, minors make an unsuspecting and easily exploited target. According to a Child Identity Fraud Survey conducted by Javelin Strategy and Research, one in 40 households has had one child who has suffered from identity theft. In fact, children are affected by identity theft and fraud 35 times more frequently than adults. What...

Read More

“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions,” –Burton Malkiel, Princeton professor of economics and author of “A Random Walk Down Wall Street”, July 31, 2018 Recently you have probably heard or watched business television network entertainers, such as those on CNBC or Bloomberg Television, pontificate about a flattening...

Read More

“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most...

Read More