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Home » Archives for Rob Simon
 Buying Versus Leasing a Car
By Rob Simon
In Cash Flow & Spending, News
Posted January 19, 2022

Buying Versus Leasing a Car

Buying versus leasing a car is something that everyone has to deal with. Neither leasing nor buying has a clear advantage over the other, which makes this a somewhat difficult topic to discuss [...]

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 Investing Lessons Learned from 2020
By Rob Simon
In Investments, News
Posted February 1, 2021

Investing Lessons Learned from 2020

2020 will be a year we will never forget. From a global pandemic and civil unrest to an economic downfall that we continue to battle through today, it has been a challenging year that has [...]

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 Bubble, Bubble, Toil and Trouble
By Rob Simon
In Investments, News
Posted January 27, 2021

Bubble, Bubble, Toil and Trouble

It’s a little early for Halloween, as we are only in January, however we believe that a lot of the current action we are seeing in the stock market is going to come back to haunt many investors. [...]

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 The Market Reacts to the Election – Part 2
By Rob Simon
In Investments, News
Posted January 7, 2021

The Market Reacts to the Election – Part 2

This is the second time that we are writing about an election in only a three month period of time and hopefully the last time we write about an election for a while! This week, the people of [...]

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 Speculating in Market Excesses
By Rob Simon
In Investments, News
Posted December 29, 2020

Speculating in Market Excesses

We are sometimes asked why we can’t participate in all of the runup in the stock market when prices are going up. First, for many of our clients we are not trying to outperform the index with [...]

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 Health Savings Accounts Part 2
By Rob Simon
In Insurance, Taxes
Posted May 9, 2017

Health Savings Accounts Part 2

Our March 2017 blog posting (Health Savings Accounts) talked about the tax and financial benefits of using Health Savings Accounts, especially when an individual can allow the contributions to [...]

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By Rob Simon
In Investments
Posted November 30, 2011

Discover The Difference With A Registered Investment Advisor

A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients.  Our practice is completely independent and fee only allowing us to [...]

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