Expert Articles

Volatility is the price investors pay to get rich. From 1989 through 2018 the Dow Jones Industrial Average (DJIA) generated an average return ...
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The Wall Street Journal printed a great article on a subject close to our heart. Because of decades of experience, we are the ...
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The government’s General Accounting Office (GAO) reports that 48% of people aged 55 and approaching retirement have nothing in retirement savings. That statistic ...
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Conventional retirement savings advice can lead you astray. Instead of following the standard financial advice, buck the conventional and find financial freedom in ...
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How do you pay yourself when you’re retired? When planning retirement investments, there are three approaches used to generate income for retirement: Income-focused ...
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I  get a lot of questions regarding pre- and post-retirement planning, but today I wanted to address one that is most frequently asked ...
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Studies of investor behavior show that the average stock mutual fund returned 9.9% annualized in the two decades from 1991 to 2010.  But ...
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After December’s market plunge and January’s surge, we can forgive investors for feeling whiplash. During times of extreme volatility, it is especially common ...
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Have you ever noticed that most of the people who forecast what the stock market is going to do predict that it will ...
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Warren Buffett is the world’s third richest man, worth over $80 billion, and he made it all from investing. His advice on how ...
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Pay off your debt Consumer debt is expected to reach a record $4 trillion by the end of 2018.  The average family is ...
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IRAs and 401(k) plans were designed to be used during retirement for supplemental income. For that reason, there are penalties for taking money ...
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Here’s some good news: you can positively affect your level of economic success by planning for your future instead of “winging” it. Without ...
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The recently passed Tax Cuts and Jobs Act is the most extensive and far-reaching change to the tax code in more than thirty ...
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With year-end tax planning looming in the next few months, we are bringing you two ideas for donating to charity that could save ...
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