The Cautious Investor

The trusted Advisors of our Warren Office contribute a monthly article, The Cautious Investor, to The Youngstown Business Journal.

Long-term Investing: The Destination is Better than the Journey

July 1, 2016 | 0 Comments

English Economist John Maynard Keynes famously compared financial markets to a strange sort of beauty pageant run by London newspapers in his time. The papers published an array of photos, and readers could enter a contest in which the winner was the reader who guessed which faces would be chosen by the most other participants.…

Read More

Knowing Your Investment Risk is as Crucial as Knowing Your Return

June 1, 2016 | 0 Comments

Many retirees rely on their investments to generate part of the income that funds their lifestyle. Like Social Security, this portfolio income must be sustainable throughout their retirement and gradually increase over time to offset inflation. This is true even though most retirees usually have some flexibility in their yearly wants and needs and retirement…

Read More

Saving for Education without Neglecting Retirement

May 1, 2016 | 0 Comments

Increasing education costs have led to young adults and their parents accumulating significant amounts of debt. According to the National Center for Education Statistics, it costs about $100,000 to attend a four-year public university, and nearly $200,000 for a private four-year school.* Even for new parents with the benefits of a longer time horizon, the…

Read More

Idea for that Last Minute Tax Deduction

April 1, 2016 | 0 Comments

One frequently overlooked tax benefit is the “spousal IRA.” Generally, IRA contributions are only allowed for taxpayers who have compensation (the term “compensation” includes: wages, tips, bonuses, professional fees, commissions, alimony received, and net income from self-employment). Spousal IRAs are the exception to that rule and allow a non-working or low-earning spouse to contribute to…

Read More

Redirection Notice

You have clicked a link that will redirect you to 3rd party website.

You will be redirected to

Click the link above to continue or CANCEL

FINRA Broker Check