Blog
Social Security and Government Employees: Part 1
An advisor who can provide good retirement planning information to government employees can be of enormous value, particularly when it comes to Social Security. The truth is that very few people really understand how Social Security integrates with “non-covered”...
2Q2015 IWM Investment Insights
2Q2015 IWM Investment Insights (click here)
2Q2015 IWM Market and Economic Review
2Q2015 IWM Market and Economic Review (click here)
2Q2015 IWM Market Analysis
2Q2015 IWM Market Analysis (click here)
GMO’s Grantham: Not a stock market bubble, yet
Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn't see a trigger that would deflate valuations in the U.S. stock market ... yet. Read full...
The Role of Bond Funds in Your Portfolio
Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation. Read Full Article Here...
Are There Any Disadvantages With Paying off a Mortgage Early?
When deciding whether to pay off a mortgage early, a homeowner needs to consider his or her feelings about debt, the potential to earn a higher rate of return if the money were deployed elsewhere, tax savings associated with mortgage interest, future plans, and...
Is a Health Care Flexible Spending Account a Good Idea?
With flexible spending accounts (FSAs), you can reduce your tax bill while setting aside money for health care costs. This article considers the pros and cons of FSAs. Read Full Article Here...