Should I Roll my 401(k) into an IRA?
A 401(k) account is a professional advisory managed account and is the starting point for retirement planning. A 401(k) account is activated when you gain...
What is an IRA?
An IRA (Individual Retirement Account) is a tax-advantaged account set up by investors that allows them to save money for retirement. An IRA allows tax-free...
What is a 401(k) and how Does a 401(k) Work?
Named after the section of the US Internal Revenue Code under which this retirement planning account is defined, 401(k) accounts are company-sponsored, tax-advantaged, and defined...
Do I need a Financial Planner or a Wealth Manager?
When it comes to investing, saving for a better future, or managing your wealth, deciding on whether you should seek the guidance of a financial...
Should You Hold Or Sell Your Long-Term U.S. Government Bonds?
The Pandemic and the ensuing Fed actions to revive the market by easing liquidity has pushed the yield of the benchmark 10-year Treasury bonds to...
How to Get Started When You are Ready to Invest
It’s great that you are ready to start your investment journey. However, with that decision comes the big question: Where do you invest your money...
What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)
If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...
The Pros and Cons of Investing in Mutual Funds
Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...
What to Look for When Researching a Financial Advisor
Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...
Have You Seen Your Financial Advisor’s Performance Results?
Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing...
