How a Business Valuation Will Help Sell a Business
Most business owners overestimate the value of their business because they use the rule of thumb, or guesswork, but this is not how the market...
Saving for Retirement at Different Life Stages
At any age, saving for retirement should be an important component of your overall financial strategy. However, as you move through life and develop in...
Investing and the Herd Mentality
When investing your money, a good axiom to remember is that it’s usually wise to avoid following the herd. By the time your friends, family,...
6 Financial Risks of Retirement
A lot of the discussion surrounding retirement planning focuses on how to build your nest egg. While it is certainly important to create a long-term...
Automated Investment Tools – Are They Landing in Your Back Yard?
Automated investment tools, or Robo-advisors as they are commonly known, are not aliens or robots landing in your back yard. You can’t even have a...
How Encouraging Employees to Save More for Retirement Benefits You
Today’s employees face many challenges with funding their retirement, and are just not doing enough to prepare for their financial future. Improving your employees’ participation...
A Financial Plan Can Reduce Your Worrying
The events that recently unfolded over in Greece is what inspired this month’s article. Often, the financial media sensationalizes stories that really have little to...
Investment Implications of a Financial Crisis
It seems wherever we turn, all we hear and see in the financial press is what happening in Europe, and in particular, Greece. We would...
Know the Truth About Your Investment Return
It’s an easy trap. You see a good investment and do your research. The company has strong fundamentals, the performance history is solid, the leadership...
Asset Allocation is Important, but What About Asset Location?
It is almost a “mantra” by now that Asset Allocation is a critically important decision in designing the correct portfolio. That truth sometimes obscures another...
