Choosing a Financial Planner
Financial planners help clients achieve financial goals by providing advice on how best to save, invest, and grow assets. Anyone can hang out a shingle as a financial advisor, but…
With Tax Season Over, Now What?
Most Americans think of doing their taxes as a daunting task that takes place every twelve months. Reactions differ from shock due to the amount owed all the way to…
What is a Certified Financial Planner (CFP®)?
Anyone can call themselves a financial advisor. It is often hard for an investor to understand how to choose a competent financial planner. With hundreds of certifications, they may also…
The Forgotten 401(k)
Many business owners and CEOs see the value of a 401(k) not only for themselves, but their employees. What once was a well thought out benefit, often becomes a forgotten…
Keeping Perspective
Investors have trouble keeping perspective of investing for the long-term after a decade of underachieving returns, volatility, and the recent slowing down of the economy. The psychology of investing dictates…
408(b)(2) Regs and Your 401(k)
The Department of Labor’s Employee Benefits Security Administration recently released the final rule to help Americans invest and manage money in 401(k) plans with additional clarity. Many experts are referring…
The 401(k) Advantage
There was a time when 401(k) retirement plans were out of the reach of many small businesses due to high cost and complex administrative duties. This has changed – mainly…
Investing in a Volatile Market
The week following the debt ceiling agreement produced a decline in the stock market along with record setting volatility. The DOW closed up or down over 400 points for four…
Year End Portfolio Planning Tips
Tax Considerations As Congress debates the fate of future tax rates for Americans, it is more important than in past years for investors to be vigilant of tax law changes.…
Mistakes Made by Investors with Wealth
Introduction Often, individuals with substantial accumulations manage their own money or work with a financial advisor more inclined to sell a product than add value. Many of these individuals are…