Robo Advisor and Online Financial Advisor – Is There a Difference?
A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...
Should I Select an Online Financial Advisor?
With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...
Should You Add Gold to Your Investment Portfolio?
Gold has been a valuable and highly coveted commodity for centuries. Unlike other common investment asset classes, you can touch gold, see gold, and keep...
Why are stocks recovering as the economy declines?
Optimism. It isn’t something many Americans have been able to hold onto during this COVID-19 financial crisis. From small business shutdowns, record-high unemployment levels, and...
How to Protect Your Assets at Each Life Stage
Do insurance options seem overwhelming at times? It can be tricky to navigate the many different plan types and terminologies to find the right fit...
Taking Sick Stocks’ Temperature
As you’ve surely noticed by now, I’m confident about the long term strength in the economy, even if the short term outlook is virtually unknowable....
One of The Most Prominent Retiree Risks: Sequence of Returns
Imagine spending decades meticulously planning and conscientiously saving for retirement only to experience a bear market shortly after leaving the workforce. Suddenly, you’re ready to...
What Does Your New Retirement Look Like?
Retirement today is not the same as it was 30, 20, even 10 years ago. Because we’re generally living longer nowadays (we might need to...
THE FINANCIAL EQUATION: Diversification: What You Need to Know
It’s hard to believe I’ve been writing and getting financial articles published for years and I’ve yet to cover the topic of diversification with my...
