Blog

401(k) Plans Falling Short for Boomers

Wall Street Journal article written by E.S. Browning The 401(k) generation is beginning to retire, and it isn't a pretty sight. The retirement savings plans that many baby boomers thought would see them through old age are falling short in many cases. Read More...

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The Difference Between Fee-Based and Fee-Only Advisors

The following link will take you to a good article that helps clarify the important differences between a Fee-Only Advisor (like IWM) and Fee-Based Advisors:   Click Link for Article:http://news.morningstar.com/articlenet/article.aspx?id=366401

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Market Forecasts – Take with a Grain of Salt

"We've long felt that the only value of stock forecasters is to make fortune tellers look good" .  Warren Buffet  The following links will take you to three recent articles (2 from the Wall Street Journal and 1 from the New York Times) warning against putting too much...

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Munis: What to Do Now

The prices of municipal bonds are plunging to depths last seen during the financial crisis. At least one high-profile analyst is predicting widespread defaults. And a big asset manager is putting its expansion into munis on hold. Is the situation in muni-land really...

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Are ‘Alternative’ Bond Funds Safe?

A new crop of "alternative" fixed-income mutual funds employs hedge-fund-like tactics to protect against rising interest rates, defaults and other bond-market hazards. So far many have performed well—but they come with their own set of risks. Article Here... Article...

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