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Why DIY Investment Management Is Such a Risk
- 04/30/19
Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Event Calendar
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June 7, 2017 Do you really want to risk facing these potential outcomes?
Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in the present in order to avoid a larger trouble down the road. Read more » |
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May 24, 2017 Today’s impulsive moves could breed tomorrow’s regrets.
When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Read more »
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May 3, 2017 What designations let you know that a financial professional will abide by this rule?
This year, the Department of Labor intends to introduce a new rule regarding retirement plan accounts, with full implementation envisioned by 2018. Under this new rule, financial professionals who consult retirement savers will be held to a fiduciary standard of care. In other words, they will have an ethical and legal obligation to always act in a client’s best interest. Read more »
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April 19, 2017 Diversification still matters. One day, this bull market will end.
In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months. Read more »
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