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Stan's World: Living In An Age Lab

Submitted by S. F. Ehrlich Associates, Inc. on May 15th, 2017

May 15, 2017

Seniors, many with the help of their adult children, will ultimately face a multitude of issues as they age. Addressing them sooner than later can contribute to a long, happy, and productive retirement.

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How To Become A Happy Retiree

Submitted by S. F. Ehrlich Associates, Inc. on May 15th, 2017

May 15, 2017

Writing in MONEY.com, Nancy K. Schlossberg, a professor emerita of counseling and personnel services at the University of Maryland, reiterates the words of Coughlin: “Succeeding in retirement is about more than money.”1  As part of her new book: Too Young to Be Old: Love, Learn, Work and Play as You Age, Schlossberg groups retirees into six paths. “Any of these routes can be right for you (with one exception), and thinking about retirement this way can help you get comfortable with your new identity.”

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Apps That Can Save You Money

Submitted by S. F. Ehrlich Associates, Inc. on May 15th, 2017

May 15, 2017

If you have a smartphone, you’ve probably used it for all the obvious tasks: phone calls, text messaging, e-mail, FaceTime, directions while driving (or walking), etc. In addition, the reporters at MONEY Magazine have identified their top apps1 to save you money while shopping.  Click to read more.

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Ransomware: Do You Ever Think You're Being Watched?

Submitted by S. F. Ehrlich Associates, Inc. on March 31st, 2017

March 31, 2017

It was Joseph Heller, the author of Catch-22, who pointed out: “Just because you're paranoid doesn't mean they aren't after you.” As it turns out, that’s especially true of your computer.

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Stan's World: The Trump Presidency and Your Portfolio

Submitted by S. F. Ehrlich Associates, Inc. on February 16th, 2017

By Stanley F. Ehrlich

February 16, 2017

An article in the New York Times1 titled “Probably a Bad Idea to Sell Just Because You Fear Trump” reminded me of a piece in MONEY Magazine that I read last summer. That article questioned how the election might impact your investments, and included two comments worth repeating...

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Should You Care About the Fiduciary Rule?

Submitted by S. F. Ehrlich Associates, Inc. on February 16th, 2017

February 16, 2017

We haven’t devoted much space in these pages to a discussion about the fiduciary rule, primarily because we are fiduciaries. In brief, a fiduciary is a professional who provides financial advice in the best interest of their clients. A fiduciary can never recommend a service or product knowing that it’s not necessarily the best fit for their client’s individual needs. In fact, the professional organization that we belong to, the National Association of Personal Financial Advisors (NAPFA) dictates that a requirement of membership is that we are fee-only planners, who don’t receive any other income (i.e., sales commissions).

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Stan's World: It's Prediction Time! Or Is It...

Submitted by S. F. Ehrlich Associates, Inc. on January 3rd, 2017

By Stanley F. Ehrlich

January 3, 2017

Happy New Year! Best wishes for a healthy, happy, and prosperous 2017.

As the year drew to a close, we moved into the prediction silly season. In an often futile attempt to predict and outsmart the markets, print, on-line, and television media were filled with pundits predicting the markets will go up (or down); interest rates will rise (or fall); housing prices will climb (or drop); and on, and on. It’s an inevitable occurrence.

Thus, I think it’s only fitting that I make at least one prediction, a prediction I am confident has a 100% probability of occurrence. Unfortunately, I’m unable to tell you the date when it will occur, as my predictive powers are somewhat limited.

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S.F. Ehrlich Associates, Inc. is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. S.F. Ehrlich Associates, Inc. does not offer or intend to offer asset management, financial planning, or investment advice through this website. The dissemination of general information pertaining to our investment advisory and financial planning practice is the purpose to which this website is limited. The foregoing information and opinions are for general information only.

S.F. Ehrlich Associates, Inc. does not guarantee the accuracy and completeness of information contained on this website, nor assume liability for any loss which may result from the reliance by any person upon such information or opinions. Such information and opinions are subject to change without notice, are for general information only, and are not intended as an offer or solicitation with respect to the purchase or sale of any security or the offering of individual or personalized investment advice. In addition, S.F. Ehrlich Associates, Inc. does not offer insurance, legal, or accounting services.

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