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Managing Finances After Death of a Spouse | Aaron Katsman Financial Blog

Managing finances after death of a spouse

It's hard enough to deal with the loss of a spouse on an emotional…
Tips to ride out volatile markets | Aaron Katsman Financial Blog

YOUR INVESTMENTS: TIPS TO RIDE OUT VOLATILE MARKETS

One thing we have lost, that we had in the past, is a sense of…

RISING INTEREST RATES: LOOK AT HIGH-YIELD DIVIDEND STOCKS

Market pundits including yours truly, have been talking about…
Understanding risk tolerance | Aaron Katsman Financial Blog

You can’t predict your portfolio’s future—so do this instead

http://www.marketwatch.com/story/you-cant-predict-your-portfolios-futureso-do-this-instead-2014-12-23?fb_action_ids=10152443084336292&fb_action_types=og.shares “Trying…
Study the past for a rosy future | Aaron Katsman Financial Blog

Should pre-retirees lower their expectations?

http://www.marketwatch.com/story/should-pre-retirees-lower-their-expectations-2013-12-23 Travel…
Are you a conservative investor? | Aaron Katsman Financial Blog

ARE YOU A CONSERVATIVE INVESTOR?

When meeting with prospective clients I try and get a feeling…
IS GOLD'S PLUNGE A GOOD THING? | Aaron Katsman Financial Blog

These year-end portfolio tweaks could save you money

With just a few weeks left in 2015, it's time for investors to…
Educating children about money | Aaron Katsman Financial Blog

HANUKAH: EDUCATING CHILDREN ABOUT MONEY

Hard to believe but in a few days the holiday of Hanukah begins.…
Portfolio adjustments for year-end | Aaron Katsman Financial Blog

YOUR TAXES: PORTFOLIO ADJUSTMENTS FOR YEAR-END

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 Whether you have realized gains or losses in your portfolio,…

Don’t let overconfidence define your risk profile

http://www.marketwatch.com/story/dont-let-overconfidence-define-your-risk-profile-2014-11-18?mod=mw_share_facebook&n_play=546bb763e4b0205dc5c26b04   Financial…