Blog
Investing When No One Really Knows What to Do
A good hypothetical conversation between a financial professional and client about our current market and what to do or not do. Read Full Article Here... Written By: Ben Carlson, CFA Published By: awealthofcommonsense.com
4th Quarter 2016 IWM Market Analysis
4th Quarter 2016 IWM Market Analysis (click here)
1st Quarter 2017 IWM Insights Newsletter
First quarter 2017 IWM Insights Newsletter (click here for PDF).
4th Quarter 2016 IWM Market & Economic Review
Third quarter 2016 IWM Market & Economic Review Newsletter (click here for PDF).
Putting Clients Second
The Trump administration recently announced that it intends to review, and presumably overturn, the Obama-era fiduciary duty rule that is scheduled to take effect in April. The administration’s case was articulated by Gary Cohn, the new director of the National...
An account that can keep your retirement savings healthy
Using your health savings account just to cover current medical expenses could be short-sighted. HSAs are increasingly common as employers introduce high-deductible health plans. President-elect Donald Trump and Republican lawmakers have also proposed changes that...
A Hierarchy for Retirement Savings
It's a rare newbie investor who has the financial wherewithal--and foresight--to hit the ground running on a retirement savings plan, making the maximum allowable IRA and 401(k) contributions at the same time she's getting her career off the ground. Instead, most...
The Big Lesson From 2016 for Your Retirement Planning
In a year that witnessed one of the most divisive and wackiest presidential election campaigns in U.S. history, it's not hard to find lessons that can apply to various aspects of your life. But when it comes to takeaways that can improve your retirement planning and...