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Dr Bob Explains Series on Financial Topics

He reviewed my draft and remarked, “You have to convince me and other readers why anyone needs a financial advisor in the first place.” Ouch! Coming from a friend of more than 40 years, that stung. “As an advisor, a big part of what I do is to help my clients stay disciplined about their finances.” To which he retorted, “Are you saying that your clients don’t have discipline?”

Dr Bob Explains Series on Financial Topics: SMART BETA IN A FACTOR ZOO

Dr Bob Explains Series on Financial Topics


Independence for you

Dr Bob Explains Series on Financial Topics

To Americans, independence recalls a July holiday with barbecue parties. To a college grad, independence means some combination of car, job, and apartment. To investors, a different independence matters.

January 2017, Investment Commentary


As we begin 2017, it is valuable to take a minute to sit back and reflect on the past year.  To say the least, it was quite a year.  In fact, some have termed it the year of the “unexpected” with Britain voting to leave the European Union, Donald Trump defeating Hillary Clinton in the Presidential election, and the Chicago Cubs winning the baseball World Series.  Yet, to define the year with such a single theme would not do justice to the wide spectrum of events, both positive and negative, that we have witnessed.  One only needs to think of Pope Francis’ world tour of mercy, exploding Samsung phones, the attempted military coup in Turkey, the impeachment of President Rousseff in Brazil, the spread of the Zika virus, the deaths of Fidel Castro and Mohammad Ali, and the announcement that Harriet Tubman’s image will replace that of Andrew Jackson on the $20 bill to appreciate where we have been.  Yet, even as we think about 2016, we look forward to what will come in 2017.

November 30, 2016, An Owner's Guide To Creating A Business Succession Plan


An exit strategy is how entrepreneurs and investors transfer ownership of their business to a third party, or lays out how they will recoup money invested in the business. You may want to be acquired by another company, do an initial public offering (IPO), sell to employees or keep the business in the family. For many of you, the plan is simply to liquidate the company or close its doors.

Why Overpay? - On the Turnpike with the Alpha's and Beta's

Dr Bob Explains Series on Financial Topics

Alice, Buddy, and Betty tackle the New Jersey Turnpike differently. Alice zips in and out of lanes and is unafraid to drive faster than others once in a while. Buddy stays with the traffic, mostly in the middle lane. He doesn’t get places faster than others and accepts being average in speed. His daughter Betty follows rules of thumb. Depending on the time of day, she takes the inner, car-only lanes, or the outer, truck lanes. In either case, she favors the “slow” right lane because it tends to have less traffic and move faster than the middle lane. If all else were equal, Alice would use the most fuel, Buddy the least, and Betty in the middle.

Listen to Susan Michel on Women's Radio Network

Susan Michel, Glen Eagle’s CEO, shares top financial advice in a candid interview with Pat Lynch, Host of Speak Up! on WomensRadio.

Glen Eagle Nominated for the New Jersey Family Business of the Year Award


The Glen Eagle Team is excited to have been nominated for the New Jersey Family Business of the Year 2016 Award presented by the Rothman Institute of Innovation and Entrepreneurship.

October 7, 2016, Investment Commentary “The New Normal”


As we enjoy the fall weather and enter into the last quarter of 2016 it is useful to look back at where we have been this year and what insight recent events can provide us regarding the future.

Needless to say this has been anything but a normal year. We have witnessed the rise of the Zika virus, the destruction of Syria, the plummet in the price of oil, the Brexit vote of Great Britain, and the chaos of the American Presidential Election…just to name a few events. And yet, the U.S. financial markets have continued to rise, with the S&P 500 increasing over 5% since the beginning of the year. So what is accounting for this lack of response from the U.S. financial markets to this global pandemonium?

STEM 2.0 – How to Empower Our Future Leaders

This article was originally posted by Glen Eagle and Can Be Found Here.


With global competitiveness at stake and millions of STEM-related jobs needing to be filled, there is no question that as a nation we must continue our push for the education, training and on-boarding of professionals skilled in science, technology, engineering and math, in our workforce. 

Yet as women business owners I believe there is more that we can do in our own organizations to cultivate and prepare STEM-skilled women to become the leaders we need them to be.

We can show young women how to leverage their STEM expertise as a differentiator while developing the interactive and strategic communications skills they need in business.  At the same time, it is our responsibility to give them opportunities and showcase their strengths from the beginning so that they can get the recognition and confidence to propel their careers forward.

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