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Danger: Investing When You Need the Investment Income

In our post yesterday we touched briefly on the perils of investing when you rely on the income from your...

November 17, 2015

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When Should I Retire?

The point of retirement is to transition your life from one where you are working on someone else’s...

November 16, 2015

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Fortis Wealth Management Weekly Insights 11/14/15

7 things we are reading this week that we thought were worth passing along...

November 14, 2015

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Social Security: Should I File and Suspend?

Social Security is top of mind for many retirees and pre-retirees as it is often an integral part of a...

November 11, 2015

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Who Owns James Bond – You’d Be Surprised

Great article today in the NYT about the family that owns the rights to the James Bond franchise. The story...

November 8, 2015

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Interest Rates are Going Up – Kind Of

As a reminder, the US Federal Reserve ("Fed") has what is called a "dual mandate" although in reality it has...

November 7, 2015

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Fortis Wealth Management Weekly Insights: 7 Things We’re Reading

7 things we are reading or watching this week we want to share with our readers.

November 7, 2015

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The Hidden Reasons People Spend Too Much

One of our main roles as financial advisors is to act as a behavioral coach for our clients. The primary...

November 6, 2015

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The Habits of Eventual Millionaires

Here at Fortis, one of the components to our wealth building strategy is to increase your earnings potential....

November 3, 2015

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