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Investment Concerns

Only Half of Teens Say Gaining Financial Independence from Parents is a Goal for the Future

Apr 06, 2018

Financial Literacy Month Survey by Junior Achievement and AIG Delves into Teens Concerns about Money and Plans for the...

Why Having a Budget Will Increase Your Wealth

Apr 03, 2018

Are you concerned about your finances? On a general scale, nearly forty-nine percent of Americans are either fearful, anxious or concerned...

How to Ruin Your Portfolio Performance: The Power of Fees and Time

May 18, 2015

By Anna B. Wroblewska For most people, investing isn’t all that easy. Between asset allocations, risk profiles, and the simple...

Tackle These 5 Financial Resolutions in 15 Minutes or Less

Dec 23, 2014

Get the New Year started on the right foot by tackling these five common financial planning issues. The best part? None of them will take...

Don't Forget to Have Fun With Your Money

Sep 09, 2014

A "Fun Fund" - a section of your budget dedicated to entertainment and indulgences - may be the little secret that will help your money go...

Buying the Bull: How Wall Street Exploits the Ignorance of Investors

Feb 24, 2014

Brokerage firms have for many years built the illusion that they serve individual investors. In reality, their representatives are...

Not Created Equal: Putting the Interests of Clients First

Feb 24, 2014

Many investors can capably manage their own portfolios. Others need advice from a competent practitioner. But not all advisors are...

Should You Use More Than One Financial Advisor?

Feb 24, 2014

Many of you reading this article today have more than one financial advisor. In fact, many of you have more than two financial advisors,...

Are Markets Efficient?

Feb 24, 2014

On Oct 14, 2013, Shiller was awarded the Nobel Prize for his work in behavioral economics, a school of thinking that markets aren't in...

Fees Based on Assets

Feb 24, 2014

Q: When people in the investment business charge a fee based on account size, rather than commissions based on transactions, is it just...

Wall Street Is Broken

Feb 24, 2014

Marketing experts frequently remind me that most investors do not want to read about problems. They advise me to focus only on the...

Test the Trustworthiness and Competence of a Financial Professional

Feb 24, 2014

Do you remember John Elway, the great quarterback for the Denver Broncos? Let's say that in the prime of his career, he stepped into the...

Fiduciary: What is it, and who should care?

Feb 24, 2014

A fiduciary is a person legally appointed and authorized to hold assets (in trust) for another person. The fiduciary manages the assets for...

Are You Paying Too Much For Your Investments?

Feb 24, 2014

Whether you realize it or not, every time you invest, you are faced with the important decision of choosing between passive management and...

Evaluating Investment Skill: Important Lessons

Feb 24, 2014

Several years ago, even as the bursting of the dot-com bubble was well underway, an article posted on one of the Internet stock market...

Military Pensions and Special Needs Financial Planning

Feb 24, 2014

Planning for your special needs family member is a complicated process. Family members must be aware of personal, government and family...

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