Steven Jefferys is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arch Financial Advisors in Bethesda, MD and the surrounding communities.
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
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