Blog
Nobel laureate: Everyone should have a financial adviser
Robert Shiller a Nobel-Prize winning economist gives his take on the future of advice; urges government help in paying for it. Written By: Liz Skinner Read full article here
How the Economic Machine Works
Here is a short video clip explaining how economic drivers in our world work. Video created by: Ray Dalio How the Economic Machine Works (Click Here)
Fee-Only Financial Advisers Who Don’t Charge Fees Alone
Written by: Jason Zwieg You might think a “fee only” financial adviser will never charge you commissions or other sales charges that could induce him to favor selling you something that is better for him than for you. Think again. (click here) for rest of article
Six Lessons You Should Have Learned From the Financial Crisis
It's been five years since Wall Street crashed and the financial crisis broke across the country. Many people lost their homes, their savings or their jobs. Financial plans were shredded. College funds and retirement accounts were drained. The economy has been slowly...
Bonds Still Belong in Your Nest Egg
Wall Street Journal Online article regarding the recent bond market decline and how bonds should still be a solid portion of your investment portfolio. By: Tom Lauricella Please click here to view article.
Why Too Much Togetherness Can Ruin Retirement
Wall Street Journal online article regarding life after the day you and your spouse retire. By: Maryanne Vandervelde Please click here for article.
Dutch Join No-Commission World
The Dutch have a 400-year tradition of individual investing in markets. Now, they are getting ready to join two other countries–The U.K. and Australia–in banning advisers from getting commissions for the sale of mutual funds to those investors, The Wall Street...
Social Security Strategy Calculator
Here is a neat calculator to model Social Security outcomes for retirement. Please click on link here: Social Security Strategy Calculator