6 Ways to Protect Your Nest Egg When You Fear a Bear Market
BY JOSH LEONARD Lately, clients seem to be more concerned than usual that a market correction is looming. And naturally...
investment
Best Tech Stocks in Silicon Valley
BY DAN BURROWS Silicon Valley is the heart of the technology sector. Naturally, you’d assume that shares of the publicly...
It’s Time to Stop Keeping Information from Your Investors
BY GIUSEPPE STUTO One thing that has struck me as interesting for quite some time, and especially over the last...
3 Alternative Investments That Will Enhance Your Portfolio
BY LEVAR HAFFONEY During the financial crisis in 2009, the Federal Reserve implemented monetary policies to stimulate economic activity. Quantitative...
The Skinny on Fat Investing Costs
BY ANDY BURDSALL Recently, a new client joined my practice and her investing costs dropped by almost 70%. She was...
Avoid Mistakes and Penalties with the ABCs of RMDs
BY ISAAC WRIGHT Most people spend years accumulating money in various tax-deferred retirement plans — 401(k)s, IRAs, 403(b)s, etc. Investing...
Rebalancing Portfolio Takes Discipline; a Nudge Can Help
BY TERRY SAVAGE Buying and holding a diversified portfolio of American stocks — such as the S&P 500 stock index...
Give Your 401(k) a Midyear Checkup
BY KIMBERLY LANKFORD 401(k) Q&A: Q: I’ve been contributing to my 401(k), and my employer matches a portion of my...
As One Generation Moves On, Financial Advisers Try to Get to Know the Next One
BY TIM GRANT Times are changing in the financial services industry because of what is being called the greatest multi-generational...