Pay Attention to 2015 Retirement Plan Limitations
The IRS has made inflation-adjustments for various retirement plans, effective January 1, 2015. These incremental cost-of living adjustments allow savers the opportunity to accelerate pre-tax...
Social Media Tips for Brokers
Social media can be a powerful tool for brokers and broker dealers. The ability to reach out and instantly interact with current or potential customers...
Where is the Risk?
This past year has left many investors scratching their heads and thinking, “Why all the focus on risk when the stock market keeps marching higher?” ...
How Much Money Do You Need?
We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly,...
Social Security – It’s about Time and Money
Will you run out of money before running out of time? Your social security strategy can be the difference! If you are reading this, chances...
How Retirement Became So Risky
Risk management is regarded as an essential element of modern investment management. But few people recognize that retirement—the period when a person stops working and...
Deferred Compensation May be Protected by ERISA
Brokers should be aware of the implications of a recent court decision and take note that they may be entitled to the money in their...
Interest Rates are what Interest Investors
From the moment the Fed began their Quantitative Easing policy till today investors have asked me the same question. “When are interest rates going to...
Guy’s Market Commentary – November 2014
Stocks made sharp gains for the second week in a row as the S&P 500 stock market index made record highs, gaining more than 10%...
Is Your Financial Advisor for “Real”?
I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...
