The Secret of Top Financial Advisors
It’s a well-worn saying: “What happens in Vegas, stays in Vegas.” Interestingly, in this case, it’s not what happened in Vegas that was...
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Dec 21, 20173 min read
5 Gifts Your Kids Are Sure to Love…Someday
‘Tis the season for spending. This time of the year it’s difficult to determine if the ringing you hear is jingle bells or cash...
Nov 22, 20172 min read
Giving Thanks to the Market
Whether you are 25 years old or 65 years old, or somewhere in between, we all have a reason to be thankful this year. Why? The U.S. stock...
Oct 25, 20172 min read
The Tweet Heard Round the 401(k) World
The man in our nation’s highest office just saved your retirement. Or did he? And how? In between trading barbs on Twitter with several...
Oct 18, 20173 min read
Savings vs Returns
Have you ever day-dreamed about striking it rich? Be honest. Really, what’s not to love about a get-rich-quick scheme, where you plunk...
Jul 26, 20172 min read
World-wise Investing
How did you celebrate Independence Day this year? Did you gather friends and family for a barbeque? Go to the lake? Light fireworks?...
Jun 9, 20174 min read
The Problem with Managed Accounts
Do you remember back in grade school when a new kid would join your class at the start of the year? You never knew what to expect....
May 12, 20173 min read
A Secret Too Rich to Keep
Psst…can you hear me? I have a secret I want to share with you. It’s the kind of secret that can change your life. It’s a secret that...
May 1, 20173 min read
Top 5 Tips to Survive the Next Market Crash
To be honest, this memo would be even better if it had a title like, “Top 5 Tips to Completely Avoid the Next Market Crash.” It only...
Apr 12, 20172 min read
Need for Speed or Low and Slow?
Interest rates in the United States have been stuck in low gear for close to a decade. For some investors, a shift to higher interest...
Mar 11, 20172 min read
To Retire, Pick One of Three Bad Options
Do you want the good news or the bad news first? The sun is shining and it’s supposed to be a spectacular March day, so let’s go with the...
Feb 24, 20173 min read
Social Security and an Old Farmer
Pop quiz. What are the chances the Social Security program will be around when today's Millennials reach retirement? (A) 100% (B) 50% (C)...
Feb 16, 20172 min read
The Drudgery of Getting Rich
This article isn’t for everyone. If you plan to be a lottery winner, or expect to be an entrepreneurial success, or anticipate a large,...
Jan 19, 20172 min read
Observe Your Reserve in 2017
The New Year is upon us. How can you tell? Drive by the parking lot of any gym and notice the scarcity of available spots. It’s...
Nov 19, 20163 min read
Employers Are Guilty of Inertia Too
It’s on the lips of industry experts. Hundreds – perhaps thousands – of articles have referenced it. Academics have devoted untold hours...
Jul 13, 20162 min read
Your GPS on the Road to Retirement
Think about your last long road trip. Did you use a paper map to find your way, or did you rely on GPS? These days, odds are that a...
May 6, 20163 min read
The Greatest Investment of All Time
Garry Kasparov is widely recognized as one of the greatest chess players in history. Think you could outwit him? Maria Callas is often...
Apr 16, 20162 min read
Set Retirement in Your Target (Date Fund)
“Don’t put all of your eggs in one basket.” Ever heard that saying? Sure you have. It is a message that has been forced, reinforced, and...
Mar 4, 20162 min read
Crackerjack Returns
Crackerjack. Crackerjack? I stumbled across this word the other day while reading an investment article. I have heard of Cracker Jack....
Jan 14, 20162 min read
Taking Stock of Declines in Stocks
If you read or watched the news in the first quarter, you may have come across one or more of these headlines. Doom and gloom consumed...
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