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As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...

Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...

Inflation – even minor inflation – reduces purchasing power over time. Like the famed economist Milton Friedman once said, it’s the hidden tax that creeps...

Upon approaching retirement, you may be asking yourself, “Should I take the lump sum or the annuity payment option with my pension plan?” We get...

Types of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between...

When buying a home, you probably know many potential risks, such as the risk your home will go down in value over time or the...

“Men willingly believe what they wish.” – Julius Caesar  The Roman Emperor Julius Caesar was alluding to bias, which happens when individuals process information around them...

Image used under license from Freestock.com When asked what to watch out for when it comes to investing, clients may expect us to tell them...

What Are Stock Splits? Here’s what you need to know. Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes...

How do you pick the most appropriate retirement plan for your business as well as your employees? As a small-business owner, figuring out retirement choices...

Do you regularly donate to charities and other non-profit organizations? Then you may want to open a Donor-Advised Fund. Donor-Advised Funds are becoming popular. It...

Here’s a simple financial question: Who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.”...