Investing
What Grandparents Need to Know about 529 Plans
Many of my clients tell me about the level of anxiety they are feeling today, but not about their own situation but rather the future for their kids and grandkids. …
Read MoreAre You Clueless?
I know…I know…it’s a holiday weekend. I decided to really be a bum and close our offices today (Friday) to make it a four day weekend. If you’ve shut down…
Read MoreBack To School Time for Your Retirement
With summer just about over, it’s that time again – time for kids and grandkids to go back to school. The past few weeks have been full of purchases and…
Read MoreWhat’s better: A Stretch IRA or Life Insurance?
Ed Slott is probably the most well-known IRA expert in the country. I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy…
Read MoreIndicators That Preceded Past Downturns Are Flashing Now
So much for new market highs every other day…or so it seemed. After the market rout on the last day of July, the Dow Jones Industrial Average was basically flat…
Read MoreCorporate insiders ARE selling. Should you?
Who knows more about what is happening to a company than the executives of that company? The answer is, of course, no one. Given this thought, doesn’t it make sense…
Read MoreWhat Does A Bond Bear Market Look Like?
Since 1981, interest rates have steadily fallen. For bond values, that represents the Garden of Eden, as bond values are inversely related to interest rates. And to be clear, inversely…
Read MoreWill This Be The Year The Market “Corrects”?
For the last couple of years, market prognosticators have been predicting a market correction. But thanks to the Herculean efforts of the Fed’s 24/7 money printing machine, markets had avoided…
Read MoreSeven Things People Often Get Wrong About IRAs
IRAs are some of the most common types of accounts Americans invest in for their retirement. They are so common that you would imagine everyone knows all about them and…
Read MoreTarget Date Fund Use in 401(k) Plans Increasing
According to a recent article in Financial Advisor Magazine, the use of target-date funds in 401(k) plans continues to grow, according to a report released today by the Investment Company…
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