Red Flags Telling You It May Be Time To Change Investment Advisers
We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be...
The Bad, the Ugly - and the Good
This has been a painful quarter for the stock market. Historically, it’s the fourteenth worst quarter for stocks since 1926 for what...
Sailing with the Tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the...
Key Questions for the Long-Term Investor
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just...
Sunday Morning Quick Hits # 11: Ouch! Health Care During Retirement Hurts!
$288,400! That's what the HealthView Services' 2016 Retirement Health Care Costs Data Report shows the average healthy 65-year-old couple...
Sunday Morning Quick Hits # 7: Variable Annuity In Your IRA? That's Brutal!
Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable...
