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Category: In the News

Sensible Financial Named One of San Diego’s Top Financial Advisors for 2019

April 24th, 2019 by

Each year, AdvisoryHQ News’ editorial, research, and ranking teams identify and rank the top companies in financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education. This year, they chose Sensible Financial for their list, 2019’s Top Financial Advisors & Wealth Management Firms in San Diego, CA. The publication lauded Sensible Financial […]

Freezing Your Credit

October 29th, 2018 by

Freezing your credit is now free (and probably makes more sense than ever) In April I wrote an article about the steps Sensible Financial takes to protect our clients’ information along with actions you can take to protect yourself, such as using strong passwords and enabling multifactor authentication where possible. A newly-passed law now makes it easier to protect your credit information. Earlier this […]

Evidence says the Fed is not “out of control”

October 11th, 2018 by

The stock market has declined a lot in the last two days, and the President has implied that it’s the Federal Reserve’s (the Fed’s) fault: the Fed is “so tight” (that is, the Fed is raising interest rates too fast and / or too much), and it is “out of control.” The Federal Reserve is […]

Yield Curve Inversion

August 24th, 2018 by

Who’s afraid of the inverted yield curve? The financial press has been worrying about the yield curve[1] recently. The yield curve is “flattening,”[2] and that flattening “raises a warning flag.”[3] If you read the articles, you’ll see that the authors are most concerned about the possibility that the yield curve may become “inverted.” This raises […]

Rick Fine: Executive Pursuits Contributor for the Boston Business Journal

June 20th, 2018 by

Recently, the Boston Business Journal launched a series, Executive Pursuits, written by Boston-area executives, delving into what these busy people do when they’re not working. Rick Fine, Sensible Financial’s Director of Financial Planning, is writing articles on his avocation, photography. (If you’ve been to our Waltham office, you may have seen some of Rick’s photographs decorating […]

Trade Deficits And Tariffs And Trade Wars, Oh My!

May 17th, 2018 by
trade deficits trade wars tarrifs sensible financial

International trade, and especially US international trade deficits, have been a large part of the news recently. President Trump has seized on trade deficits and the impact of globalization on US jobs and US businesses as central political issues. International trade plays an increasingly important role in the US economy. The chart above shows exports […]

Managing Up Matters

April 13th, 2018 by
managing up

In a recent Wall Street Journal article, “The Right and Wrong Way to Manage Up at the Office”, professionals, including Laura Williams, an Associate Financial Advisor at Sensible Financial, weigh in on the importance of understanding your boss’s style in maintaining a healthy work environment and moving ahead in your career. Managing up involves employees […]

How Sensible Financial Protects Your Information

April 4th, 2018 by
information security

The increasing number of data breaches and identity theft is a major concern. Recent high-profile stories like the Equifax breach and the Cambridge Analytica-Facebook scandal remind us of the ubiquity of the problem. It is therefore very timely to talk about some of the ways Sensible Financial works to protect your data. Interspersed throughout this […]

Responding to the Recent Stock Market Decline

February 12th, 2018 by

You may have heard that the stock market has been very volatile recently, with several days of significant declines. The drops in the US market on Monday, February 5th and Thursday, February 8th were especially large, around 4%, depending on the index. This followed a decline on February 2nd of a bit over 2%. To add […]

How Will Proposed Tax Reform Affect Me?

December 13th, 2017 by
tax law changes

The US House and Senate are considering extensive income tax reform. The table below outlines current law and the bills for each chamber as they were at the close of business on Monday, December 4, and provides indications of the bill that has emerged as the “final deal” on Wednesday, December 13. While this “final […]