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  • Home
  • About Us
    • What We Do
    • Our Team
    • Free Second Opinion
    • Blog
    • In The Press
    • Five Star Wealth Manager
    • Our Videos
    • E-Newsletter Sign Up
  • Disclosures
    • Our Disclosure
    • 2020 Five Star Disclosure
  • Financial Resources
    • Deposit Instructions
    • Client Login
    • Fee Only Advisors In The US
  • Mike’s Book
  • Login
  • Contact Us
Apr12
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#Smart Money? Hmmm… with thanks to @jasonszweigwsj

ByMichael GarryFinancial Advisors, Investing

Jason Zweig wrote a great column The Wall Street Journal in which he talks about…

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Apr09
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Sign up for #Medicare at 65… or Else!

ByMichael GarryFinancial Planning

The New York Times published a very informative article recently on Medicare. As some of…

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Apr05
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Shocking News About Former Tech Titans

ByMichael GarryPredicting the Markets, Risk

Justin Lahart wrote a fascinating article in The Wall Street Journal about tech titans. Picture…

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Mar28
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Both Spouses Need to Increase their Financial Literacy

ByMichael GarryFinancial Planning

The New York Times recently ran a great article about financial literacy. Business school professors…

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Mar08
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#Luck Often Plays A Role In Stock Returns

ByMichael GarryInvesting

Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment…

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Mar04
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#InsiderTrading Does NOT Fall Under the Radar

ByMichael Garry Yardley Wealth ManagementInvesting, Predicting the Markets, Risk

The government is really good at catching insider trading. Sometimes people call us and ask…

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Mar01
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#Amazon Is Not a Huge #1 By Historical Standards

ByMichael GarryInvesting, Predicting the Markets

Amazon is now the largest US stock by market cap. Amazingly, since 1926, it’s only…

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Feb25
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#Bear Markets and #Corrections

ByMichael GarryInvesting

Interesting article by Robert Shiller in the New York Times recently. Basically, the market has…

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Feb12
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Laugh at #StockMarket Predictions and Be Wary Of #Biases

ByMichael GarryInvesting, Predicting the Markets

If you watch any of my videos or ever read my blog or newsletter, you…

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Feb10
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Don’t Just Buy Last Year’s #1 Fund #MutualFunds #Investing

ByMichael GarryInvesting, Mutual Funds, Risk

I saw a recent article by Mark Hulbert in the Wall Street Journal. Mr. Hulbert…

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Feb04
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Lots of Corporate Debt Out There…#credit #defaults #corporates

ByMichael GarryInterest Rates, Risk

Lots of Corporate Debt Out There.. There have been a lot of articles recently about…

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Jan28
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What?! No More Free Car Loans?

ByMichael GarryFinancial Planning, Interest Rates

I saw an article recently in The Wall Street Journal, saying that we can no…

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Jan02
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Avoid Surprises with Medicare – What’s Not Covered

ByMichael GarryFinancial Planning

Today’s blog post is a guest post from Danielle K Roberts. Some aspects of Medicare surprise…

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Dec31
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Retiring at 43?! #FIRE

ByMichael GarryFinancial Planning, Investing

I read a fascinating article by Steven Kurutz in the New York Times recently, it’s…

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Dec27
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What?! No More Free Car Loans? #debt #interestrates

ByMichael GarryFinancial Planning, Interest Rates

I saw an article recently in The Wall Street Journal saying that it is becoming…

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Dec24
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There’s No Such Thing as Safety Stocks! #stocks #investing

ByMichael GarryInvesting, Predicting the Markets, Risk

I saw an article recently saying that safety stocks were leading the way higher. I…

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Dec21
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Recent Issues with Universal Life Insurance #lifeinsurance

ByMichael GarryFinancial Planning, Insurance, Risk

Anybody see what’s going on with older universal life insurance policies? There was a recent…

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Dec18
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Please Don’t Buy Stocks Just for Their Dividends

ByMichael GarryFinancial Management, Investing

There was a recent article in the Wall Street Journal saying that GE showed the…

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Dec07
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Student Debt Relief Crisis?

ByMichael GarryCollege Planning, Income Taxes

I saw an article recently in the Wall Street Journal saying that there might be…

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Nov30
Love1

Don’t Buy Complicated Investments

ByMichael GarryFinancial Management, Investing, Risk

There was an article recently in the Wall Street Journal about the collapse of a…

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Nov26
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The Secret to Retirement Planning

ByMichael GarryFinancial Planning

I’m going to tell you the secret to retirement planning. It’s easier than you might…

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Nov21
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Don’t Get Excited by #Earnings Surprises

ByMichael GarryInvesting, Predicting the Markets, Risk

Jason Zweig had a great article the other day in the Wall Street Journal telling…

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Nov08
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It’s Not Too Late to Start #Saving for #Retirement

ByMichael GarryFinancial Planning

I saw a great article recently which should come as a relief to people in…

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Oct31
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Look Past the Headlines for Stock Returns

ByMichael GarryInvesting

If you are interested in knowing how the stock markets are doing, you have to…

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Oct21
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Should I Wait to Take Social Security? #SocialSecurity

ByMichael GarryFinancial Planning

We get asked a lot about Social Security. Most people take it when they are…

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Recent Posts

  • Worried about your future Social Security benefits? Fleshing out current concerns and common myths.
  • Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
  • What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.

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