30 Jan 2015 No Comments

New Financial Adviser? Check Out Fees and Conflicts

Informative article written by Peter Finch of The Wall Street Journal. Short excerpt: The financial adviser’s pitch, delivered over lunch, included a discussion of asset allocation and “lots of different […]

26 Jan 2015 No Comments

The Intelligent Investor: How Dumb Are Fund Investors?

Wall Street Journal online article written by Jason Zweig regarding and is a follow-up article that takes issue to our previous post The Average Investor vs. Asset Classes chart. Please […]

21 Jan 2015 No Comments

How to Tell if Your Retirement Nest Egg Is Big Enough

Here we go again. During past bull markets, many Americans nearing retirement fleetingly acquired a nest egg adequate for later life. Then, as quickly as that nest egg came, it […]