Planned Giving Goes Further

by Ed Mertiri on
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There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options.

Investing 101

by Ed Mertiri on
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If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming.

A Week of “Risk On” Markets

by Ed Mertiri on

The past week was one for the record books. The S&P 500 index reached new highs all five days last week, creating a 10 day streak of new highs. It places the index that much closer to breaking the all time “new high” annual record of 77 new close price highs in one calendar year. YTD the S&P 500 has...

Art as an Investment

by Ed Mertiri on
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Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research. While novice art investors can be initially intimidated by their lack of knowledge in the field, educating yourself as to the variety of options available will go far in reducing that intimidation.

Suggestions for Long-Term Financial Health

by Ed Mertiri on
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Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

AICPA Highlights 5 Recent Personal Finance Trends

by Ed Mertiri on
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The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Why Diversifying Your Portfolio is Important

by Ed Mertiri on
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If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

US Market Commentary

by Ed Mertiri on

Recently a lot of inflation data has raised concerns, not just about how early we have to order Christmas presents, but also around how much negative impact there will be on economic growth over the next year.

The data and increases in interest rates prolonged our forecast for a small and mid-cap...

Why Should I Think About Retirement Planning?

by Ed Mertiri on
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If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does...