What Takes Priority: College or Retirement Savings?
Parents everywhere ask this question every day: do I save for my kid’s college first, or do I save for retirement?
Are We Driving our Retirement Plans into the Ground?
“Too many people spend money they haven’t earned to buy things they don’t want to impress people they don’t like.” -Will Rogers
Laugh in the Face of Market Volatility with One Simple System
One simple system offers an easy way to get, and stay invested, in the market for the long run with less worry and stress.
To Stand Out in the Crowded Financial Advisor Space, Be Original!
Given the upcoming $30 trillion wealth transfer predicted by Accenture, more advisors are turning their sights toward building a younger clientele.
Fiduciary and Suitability: Two Important Words in Every Investor’s Vocabulary
For an investor at any stage of life, there’s always a lot to learn. However, for those of us who prefer to use an outside professional, we fortunately don’t have to learn all the gritty details.
Investors, Step Away from the News!
“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good.” – Warren Buffett For the first half of the year, the markets seemed fun to many investors–anytime you checked your stocks, they were usually up. Recently, however, the markets have started making some moves downward. For […]