Tag: financial risk

401k Options –Yes, You Are Probably Overwhelmed

Who doesn’t want to be financially secure in retirement! However, here’s the brutal reality: More than 80 percent of you aren’t confident you will have...

Is Investment Rate of Return the Right Measuring Stick?

What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...

Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15

Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your...

5 Reasons Why a New Financial Advisor is a Hidden Risk – updated September 2014

If you do not ask a prospective financial advisor any other questions be sure to ask for his years of financial advisory experience. Your goal...

Client Expectations Matter!

Dr. Harry Markowitz won a Nobel Prize for his pioneering quantitative research and economic theories. He is credited with developing much of the intellectual framework...

Financial Advisor Quality Ratings Are Here!

You have been able to view the ratings of restaurants, hotels, vacation destinations, and mutual funds for decades. The source of the rating gathers the...

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