Author: Matthew Goff

How to Protect Yourself and Your Money From Hackers and Identity Thieves

As you may have heard, Equifax, which is a credit reporting agency, suffered a data breach that compromised the personal and financial data of more...

Do you know the difference between a fee-based advisor and an independent, fee-only advisor?

This is a very important question as how your advisor is compensated may create conflicts of interest, which can lead to significant financial consequences for...

Bundle Up? Not When It Comes To Financial Services

For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...

Annuities: Are They a Good Option in Turbulent Times?

As Americans get older and the stock market goes through a periodic decline, the temptation to decrease risk over fears of running out of money...

Objective Investment Advice You Can Use

As you probably saw last week, global stock markets dropped sharply in value. There are a number of factors contributing to these recent declines including...

Finding Your Financial Advocate

When it comes to getting objective advice for your financial well-being, do you know the difference between being a customer and being a client? Understanding...

What should I do with my stock options?

If you’re holding stock options from your employer, our Employee Stock Options Strategy will help you answer these questions: Should I exercise my options now...

Should You Follow Market Forecasters?

USA Today recently published an interesting article titled “How bad are Wall Street forecasts? Really bad.” The article reviews why you are probably better off...

The Federal Reserve’s Impact on Your Portfolio

Changes in interest rates have a disproportionate effect on your portfolio. Lower interest rates can help boost corporate earnings, and as earnings increase, market prices...

Slow and Steady Wins the Race Investing

Research released last month is turning conventional investing wisdom on its head. At a top investment conference, researchers demonstrated that a number of widely held...