Newsletter Articles

Advisor Compensation 101
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By Steve Tepper, CFP®, MBA There’s big news in my world: After several months of searching, I have a contract to buy a condo downtown. Without a doubt, my real…

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Self-Directed Accounts—Be Careful!
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By Allen Giese, ChFC®, CLU® Miami-Dade firefighters: In your 457 deferred comp plan or your FRS investment plan, do you use the self-directed account? If you’re not, are you thinking…

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Social Media and Our Finances
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By Mia Kitner As a millennial myself, I can’t help but be associated with all the positive and negative connotations we hear about our age group. We “live in our…

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The Buffett Challenge: Year 9 Update
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By Steve Tepper, CFP®, MBA Nearly 10 years ago, Berkshire Hathaway CEO (and arguably one of the best investors on Earth) Warren Buffett issued a challenge to the hedge fund…

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Love Paying Extra Taxes? Then a Deferred Comp Loan Is for You!
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I’m Allen Giese, President of Northstar Financial Planners in Plantation, Florida. Our firm specializes in helping Miami-Dade fire fighters make better decisions with their money. I want to talk to…

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Should Investors Sell After a “Correction”?
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Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than…

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The Wisdom of Yogi Berra
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September 22, 2015 marked the passing of baseball legend Yogi Berra at the ripe young age of 90. The Hall of Fame catcher was also well-known for a lifetime of…

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The Myths of Bonds
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Bonds have a place in just about every portfolio. At Northstar, we prefer to buy bond mutual funds rather than individual bonds for many reasons, but they serve the same…

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Giving Back
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Sometimes we just need to give something back. No, I’m not talking about the stock market as of late, however, I can certainly see it there too. I’m talking about…

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The Patience Principle
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Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term…

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