Nov 25, 2014Classic Investing MistakesYear after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and...
Nov 21, 2014Managing Your FinancesIt has been my experience over the past 32 years in the financial services industry that many busy people, no matter how well educated or...
Nov 19, 2014Year-End Financial Planning ChecklistPlan Now for a Year-End Investment Review The end of the year is an excellent time to reexamine your financial situation and to revise...
Nov 17, 2014Co-Fiduciary to Your Qualified Retirement PlanIncreasingly, participants in qualified retirement plans want customized investment options and advice. While smaller plan sponsors may...
Nov 12, 2014What Your Beneficiaries Need to KnowWhat do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be...
Nov 11, 2014The Advantages of HSAsWhy do people open up Health Savings Accounts in conjunction with high-deductible insurance plans? Well, here are some of the compelling...
Nov 5, 2014Monthly Economic Update: November 2014Wall Street had a dramatic October, as investors grew anxious about the big Es: Ebola, Europe and easing (specifically, the end of QE3)....
Nov 5, 2014Before You Open a .Zip FileIf you receive an email with any kind of attachment, especially a .ZIP file that is suspicious, it is most likely a scam. Organizations...
Nov 3, 2014Fall 2014 Financial RemindersAs every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore...