Latest Articles
4 Things You Can Learn From John Oliver About Retirement Planning
On his HBO show Last Week Tonight, comedian John Oliver recently turned the national spotlight on the wealth management and retirement planning industry. In light of a new Department of
Where Millennials Can Turn for Financial Advice
We live in a fascinating time. The biggest wealth transfer in history is beginning, as Millennials will soon become the wealth bearing demographic in this county. Not surprisingly, as we
Which Investor Personality Best Describes You?
This article was originally published on investopedia.com According to many studies, our different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong
Personal Finance – Why Didn’t I Learn That?
I recently returned from a reunion weekend with some of my college buddies. We caught up on wives, kids, work and all the other important parts of our lives. One
6 Questions to Ask A Financial Advisor
Finding a financial advisor who is right for you is an important process. A good financial advisor is there to prevent you from making decisions that would have a negative,
Is Your Retirement Advisor a Fiduciary?
Do you want a financial professional who is opposed to financial transparency managing your money? The upcoming and long anticipated proposed rules by the Department of Labor (“DOL”) exposes that
Don’t Expect to Win With Actively Managed Funds
This article was originally published on NerdWallet.com Trying to pick individual stocks is a losing game, and this doesn’t just apply to individual investors. It’s also true for professionally run,
March Madness and Investing: Surprising Similarities (And How to Avoid Common Mistakes)
What a great time of the year. Cherry blossoms are out, baseball opening day is right around the corner, and the best single elimination tournament in sports is on its
Why Stock Picking Is a Losing Investment Strategy
This article was originally published on NerdWallet.com Picking a stock that goes up 100% in a year is exhilarating. But there’s a problem with this method of investing. Like gambling