Month: September 2014
Have you ever heard the term “The trend is your friend”? This is the one phrase that always comes to mind when talking about the stock market.…
Financial Advisors should be compensated on Performance, not on a Transaction
Are you working with a Financial Advisor? If so, how is that person…
Am I eligible to Convert my existing IRA to a ROTH IRA and is it a good financial decision?
Converting your Traditional IRA to a ROTH IRA can be one…
The Risky Investment in your 401k that may be labeled Conservative
Investing in your 401k is a great way to save for retirement especially if your…
How much should I be drawing off my investments during Retirement?
You have finally made it to retirement. You saved your money and now it’s time…
If you own class B or C share mutual funds you may be paying too much
Mutual Fund investing can be tricky. Why? There are multiple share classes to…
Equity Indexed Annuities
Do you ever come across an investment that sounds too good to be true? We see these ads in the paper all the time…
Investing in a low-interest rate environment
You have done a great job saving and building your nest egg for retirement, the problem is the day you…
Take tax losses if you have them
It’s that time of year again. Tax loss selling time has crept up on us and it’s time to take advantage and sell…