Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into...

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...

Private Lending And The Pursuit Of Investment Income

Is Bigger Better?  Historically, big banks were the only lenders to consumers, small businesses and big business.  However, over the years, big banks have re-focused...

Financial Wellness Programs: Lessening Financial Stress

Corporate financial wellness programs are designed to help your employees take control of their finances, so they can focus on what matters — at work...

Traditional IRA Advantages & Disadvantages

Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.