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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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March 17, 2017 Monetary policy is normalizing due to economic improvement.
On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy. Read more » |
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March 1, 2017 Instead of just spending the money, you could plan to pay yourself.
About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800. Read more »
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February 15, 2017 If an investor chooses a non-human financial advisor, what price could they end up paying?
Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio. Read more »
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January 20, 2017 Things you can do for your future as the year unfolds.
What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. Read more »
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