Bond Risk in your Portfolio? With interest rates near historical lows, investors should be concerned…
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Mutual funds provide various benefits including diversification, convenience and cost advantage, so it’s no wonder…
Written By: Alexandra Bartsch, Intern Anyone who has looked at their Quarterly reports in detail…
Written By: Alexandra Bartsch, intern Say you were presented with three investment opportunities: One was…
Written by: Alexandra Bartsch, Intern With such a diverse range of investment strategies out there,…
I take a very simple approach to investment products: I believe that most people, in…
Academic research offers strong evidence that the bond market is efficient, and that bond prices…
It looks like August will be a down month for both stocks and bonds. We…
I read something pretty distressing in Jason Zweig’s column in the Wall St. Journal recently….
Did anybody see this article in the New York Times on the 97 year old worth…
You have probably heard more warnings about scammers than you’d care to think about, but…
In my May 2013 E-Newsletter, I warned investors to have some bonds, not all bonds in their portfolios. Over…
With graduation season upon us, there has been a barrage of stories in the media…
Many popular books tend to oversimplify things and make it seem as if anyone can…
If you want to do financial planning right, find a CERTIFIED FINANCIAL PLANNER™ professional. Everyone…
Financial Planning is made more difficult than it has to be because most of the…
While investments have always been difficult for consumers to figure out, the ideas behind financial…
You may be considering help from a financial planner for a number of reasons. Whatever…
People often ask isn’t paying a percentage of your investment assets the same as paying…
How did the fall in Apple's share price hurt some bondholders? In Jason Zweig's article in the Wall Street Journal this weekend, he talked about investors getting hurt by the...
Read MoreHow do you get good financial planning and investment advice? You don’t ask your neighbor…
Despite an abundance of information, most people are confused about financial planning and investments, and…
The public is misinformed about most aspects of financial planning and investments, and as the…
Discount and online brokers and mutual fund companies offer services that are fairly similar. Most…
One major problem involved in dealing with Full-Service Brokerage Firms is that it is difficult…
