Advantages of a Traditional IRA – Disadvantages of a Traditional IRA
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...
Top 10 Questions to Ask Your Financial Advisor about 2014
By: Jack Waymire
You pay your financial advisor and firm substantial amounts of money for their expertise, advice, and services. You believe your financial advisor’s specialized knowledge will...
Is the Market Headed Higher or Lower? Are Investors Impostors?
By: Marshall Serwitz
Is a tomato a fruit, or is a tomato a vegetable? Botanically, tomatoes are a fruit. But in 1894 the U.S. Supreme Court (Nix v....
Top 10 Questions to ask Your Financial Advisor about 2013
By: Jack Waymire
Millions of investors rely on financial advisors to help them invest their retirement assets. Some investors are just getting starting accumulating assets for retirement while...
Your Top 5 Retirement Risks
By: Jack Waymire
When you think of risk you may think of the volatility of the stock market. You may remember the catastrophic impact of the stock market...
Downton Abbey: Poor Retirement Planning
By: James Cornehlsen
Last night, my wife and I watched Episode 1, Season 1 of Downton Abbey. This is a show set in 1912 about the wealthy aristocracy...
Your Financial Advisor: Bull Market Genius or not?
By: Jack Waymire
You may believe your financial advisor is the next Warren Buffet if you hired him in the past three years. The value of your assets...
Year-End Questions for Advisors Investing Your Retirement Assets
By: Jack Waymire
There are three topics that financial advisors do not like to talk about because they may cause you to reject their sales proposals or terminate...
New Year’s Resolution: Invest for Retirement More Responsibly
By: Jack Waymire
You cannot turn your assets over to a financial advisor and hope you achieve your retirement goals. You have to take more responsibility for the...
Should a Complaint Stay on a Financial Advisor’s Record? Perhaps
By: Jack Waymire
Even the most ethical financial advisor can have complaints on his compliance record. However, the complaints may be frivolous because the advisor did nothing wrong. An...