What does history tell us – and should we value it? As an investor, you know that past performance is no guarantee of future success....

On May 2, 2016, once again Puerto Rico defaulted on its debt. As it managed to negotiate with some of its creditors, its Government...

Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for...

1. Think honest and be honest. 2. Be honest with yourself. 3. Avoid shortcuts in life. 4. Don't rely on Crystal Balls or Fortune...

An Overview of Arbitration & Mediation Arbitration and mediation are two distinct methods of resolving securities, commodities and...

Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and...

It has been my experience over the past 32 years in the financial services industry that many busy people, no matter how well educated or...

Plan Now for a Year-End Investment Review The end of the year is an excellent time to reexamine your financial situation and to revise...

Increasingly, participants in qualified retirement plans want customized investment options and advice. While smaller plan sponsors may...