Ron Lieber of the New York Times is one of my favorite authors of financial and money matters. I frequently forward his columns to my existing clients and future prospects. His August 22, 2014 article titled “An Emerging Price War in the World of Investment Advice” is...
An article published in Forbes by John Wasik includes a good summary of the primary sources of investment information for individual company 401(k) retirement plan participants. In addition to listing the pros and cons of each type of investment, the article provides...
An article published in the New York Times describes why a Power of Attorney isn’t as powerful as some people think. The information hit home for me since I’m the Power of Attorney for two of my family members: My 90-year-old uncle and my 86-year-old dad. Over the...
A new Gallup poll suggests that only 10 percent of America’s investors truly understand the power of the stock market. Results from the Wells Fargo/Gallup Investor and Retirement Optimism Index survey, which was conducted in June and July, show that only 11 percent of...
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...
Here is a list of three very important things to think about in regard to your current stock market mutual fund holdings. First, the stock market mutual fund investment management message is always the same. It is always a great day to invest in the stock market. If...
