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Investing for Retirement: What Would Warren Buffett Do?

Submitted by Waterstone Wealth Advisors, LLC on July 13th, 2016

Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all

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With Stocks Still Near Their Highs What Should Retirees Do Now?

Submitted by Waterstone Wealth Advisors, LLC on July 13th, 2016

Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a lifetime of income.  The type of unruly market action that we have seen over the last few months always unleashes a flurry of “expert” commentary that seems to be directed at those who are most vulnerable to flash

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Your Kids’ Social Media May be Your Weak Link in Identity Security

Submitted by Waterstone Wealth Advisors, LLC on July 13th, 2016

Perhaps the weakest links in the family security chain are the younger family members. The rise of social media as a gateway for children’s interaction with the world presents a substantial risk for families who otherwise try to keep a low profile. By posting details of their whereabouts, activities and plans, family members can inadvertently compromise their family’s security.

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Why You Should Monitor Your Credit

Submitted by Waterstone Wealth Advisors, LLC on June 9th, 2016

Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in monitoring their own credit, they can do so by accessing a free credit report from each of the credit bureaus once per year.

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Why You Need an Investment Philosophy

Submitted by Waterstone Wealth Advisors, LLC on June 9th, 2016

There are many who would suggest that, in a digitally-wired world in which information travels at light speed to all corners, the investment playing field has been leveled between individual investors and the institutions. In reality, however, the incessant noise and information overload can do more to fuel the irrational behavior of investors than it can to provide any sort of advantage.

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What to do if Your credit Card Has Been Compromised

Submitted by Waterstone Wealth Advisors, LLC on May 21st, 2016

There’s no denying that Americans are in love with their credit cards; but increasingly, the romance is rocked by the actions of unsavory characters seeking to come between them. More specifically, they’re seeking to steal your credit card information and they are relentless in pursuing any and all technological means to get it.

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Understanding the Money Value of Time

Submitted by Waterstone Wealth Advisors, LLC on May 20th, 2016

In the realm of financial planning, time is our most valuable asset.  It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have over which we have some degree of control.

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Don’t Let Email Hackers Spoof Your Advisor into Wire Fraud

Submitted by Waterstone Wealth Advisors, LLC on May 20th, 2016

You may be aware of some of the more prevalent fraudster activities, such as “phishing” which fraudsters use to trick you out of sensitive information.

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Vigilance and Diligence are Your First Defense Against Fraudsters and Identity Thieves

Submitted by Waterstone Wealth Advisors, LLC on May 19th, 2016

There can never be enough law enforcement to protect everyone from those who are intent on perpetrating scams or frauds. At any one time, there are thousands of operators posing as legitimate businesses or investors offering the deal of a lifetime, and they are connecting with tens of millions of people each day on the phone, over the Internet and through the mail.

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Is an Investment Advisor Really Worth the Investment Advisory Fee?

Submitted by Waterstone Wealth Advisors, LLC on May 19th, 2016

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

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P.O. Box 5370
Somerset, New Jersey
08875 United States

  •  Tel: 732-873-0433
  •  Fax: 732-362-7833
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