A survey conducted by CNBC in conjunction with the Financial Planning Association recently revealed that American small business owners aren’t saving enough for retirement. Information was collected from nearly 200 financial advisors who work with small businesses...
I wrote this article on March 30th, 2012 for my Golden Valley Patch Blog. Earlier this month, I was a co-presenter at an investment advice seminar in Orange County, CA. A great group of investment professionals were in attendance; most of them with questions about how...
I wrote this article on March 13th, 2012 for my Golden Valley Patch Blog. The last few weeks of stock market activity has all the appearance of a short-term stock market top. It is too early to make a definitive SELL recommendation on all your Minnesota company...
I wrote this article on February 29th, 2012 for my Golden Valley Patch Blog. “A rising tide lifts all boats.” This phrase is generally credited to John F. Kennedy, who used it in an economic policy speech in 1963. I think it is the perfect phrase to think about today...
I wrote this article on February 11th, 2012 for my Golden Valley Patch Blog. The investment management concept of rebalancing can be found everywhere in the financial media. If you ask a financial advisor about the subject, he or she can talk for several minutes,...
