DIY Investing vs. Hiring a Financial Pro

With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the […]

What’s a Fiduciary and Why Does It Matter?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for […]

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all […]

Stocks Are the Only Investment Above Water in the First Half of 2015

Doing nothing is hard to do – you never know when you are finished. Leslie Nielsen


If you’ve been hanging in there with your stock investments, […]

3 Key Fiduciary Considerations for Selecting TDFs (Target Date Funds)

As reported in our recent InfoGraphic, target date funds are the most popular 401(k) investment, currently at $1 trillion and forecast to quadruple to $4 […]

By |April 20th, 2015|Categories: Retirement|Tags: , , , , |0 Comments