Investment News- January 15, 2016
In this article David Schneider told Investment News reporter Jeff Benjamin “Now is an ideal time for evaluating client portfolios and rebalancing where they are light on equities.” [Read more…]
5 Smart Reasons to Refinance Your Home Loan Now
Realtor.com – December 28, 2015
This article talks about 5 good reasons to refinance a mortgage. In it David Schneider points out that savings from a refinance can be used to boost retirement savings [Read more…]
3 Bad Reasons to Refinance Your Home Loan Now
Realtor.com- December 29, 2015
This article goes into 3 reasons you should not refinance a mortgage. David Schneider warns not to refinance to pay down credit card debt unless you are confident that you won’t run up the debt again. [Read more…]
Bonds Balance Out the Risk in Retirement Portfolios
NerdWallet- October 8, 2015
This article discusses some bond basics, and the role of bonds in a portfolio. In it David Schneider explains the relationship between bond prices and interest rates, saying “Let’s pretend you own a bond you paid $1,000 for that pays 5% interest. [Read more…]
5 Money Rules All Single Men Should Live By
CHEATSHEET.COM – September 23, 2015
In this article David Schneider talks about common money mistakes that young single men often make and how to avoid them. [Read more…]
REITs In A Retirement Portfolio
Financial Advisor – August 3, 2015
David Schneider spoke with Financial Advisor Magazine about investing in REITs. Here is an excerpt from the article: [Read more…]
5 Steps to Help Clients Prepare for Retirement
Financial Planning – September 3, 2015
In this article in FINANCIAL PLANNING, David Schneider discusses steps advisors can take to help clients prepare for retirement. He suggests that advisors help clients get a handle on spending by using budgeting questionnaires saying “You want to be accurate, but estimate expenses when needed,” adding that “All you are trying to do is get a good estimate of monthly spending. [Read more…]
Six smart money strategies to prepare for an interest rate hike
Consumer Reports – July 31, 2015
David Schneider was recently featured in a Consumer Reports article on how to minimize the impact of rising interest rates on your finances. [Read more…]
Is saving or investing more important over time?
Bankrate.com – June 18, 2015
In this article David Schneider explained why being a consistent saver is actually more important to reaching your financial goals than possessing great investment prowess. [Read more…]
Why Stock Forecasts Are Often Off Target
Money Magazine – May 26, 2015
In Money Magazine’s Ask the Expert column, David Schneider answers a reader’s question about the accuracy of published stock price targets. [Read more…]
