Is Anyone Managing Your 401(k)?
Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...
Why All Entrepreneurs Need a Financial Advisor
If you’re an entrepreneur, you’re comfortable with risk. Ability to take on higher levels of risk is a key trait that helps you find success...
Celebrating 529 Day & Teacher Appreciation
This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th. 529 Day (529 college...
Retiring On Purpose
I ran into a friend recently who’s a hairdresser. He’s been in the business now for 50 years and has seen it all from the...
DIY Investing vs. Hiring a Financial Pro
With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...
Deciphering Cryptocurrency
One of my life’s great regrets was not buying Bitcoin in 2011, when it was worth just 40 cents. I knew about Bitcoin early on...
2 Words To Understand When Hiring A Financial Advisor
Hiring a financial advisor is a very smart move to make. Studies show that those who use a financial advisor get better results over time and...
Did You Miss The Stock Market’s “Trump Bump”?
Okay, admit it. Whether you’re an ardent supporter or never-Trumper, weren’t you a little nervous Donald Trump’s victory would cause the markets to crash? My...
3 Tips To Managing Your Investments Smarter In Retirement
Retirement means no more hard work, right? Think again! When you retire, your new job is to make sure your money lasts long enough to...
Financial Advisor Ethics: What You Need to Know
Hiring a financial advisor can be one of the smartest moves you can make. Having a trusted advisor can mean the difference between achieving your...
