Recent Financial Articles
Janice is 63 and scared. She is frustrated about the possibility of Social Security changing. Having terrible experiences with the returns of the retail investments in her employer’s 401(k) retirement plan, Janice now sees even more potential trouble ahead for her...
“Did I do OK?” Milly asked, as she showed me her two-month-old annuity policy. She had purchased an annuity with fifteen years of level surrender charges! I could not believe my eyes, and looked twice to make sure I was reading it correctly. She was stuck. The best...
Women, if you don’t want to outlive your money, you need to understand your investment portfolio! Answer these seven questions about your current investments to find out how well you really know your portfolio: How much risk are you taking in your portfolio?...
You’ve seen the ads: Anyone could trade online! Sometimes it’s a talking baby, sometimes it’s an airplane flying through the air pulling a banner telling you to invest online. The baby shows you how easy it is to trade just with a click of your mouse, at $9.99 per...
Now that the election is over, investors are in a dilemma, wondering what the future has in store for their investment portfolios. The reality is that while elections may have short-term impact on the markets, over time, their impact is minimal. The global Free...
Betty, one of our retiree clients, must make a pension decision soon—and she does not want any retirement income stress! She could do nothing, leave it in a fixed account with a guaranteed lifetime income, or move it tax-free to her IRA. She is confused on what is...
It is your portfolio’s asset allocation, broad global diversification, that you must be most concerned about, more than any other investment strategy or determinant—not stock picking, not market timing, not track record investing, and not costs. Brinson, Singer, and...
The holidays aren’t happy or wonderful for everyone. Mary and Jack were stressed. She was crying, and he was visibly frustrated. “Our family’s tradition is to buy holiday gifts for everyone. Tis the season to be jolly—and we want to give, but our giving is...
Ladies, you could stop worrying about your investments by taking control with three Free Market steps to making better investment decisions. Stop worrying about your money not working hard enough to support your lifestyle, or missing out on the market. Have you...
Do you have health-care or dependent-care (daycare) costs that you pay for out of pocket? Does your employer offer a Flexible Spending Account (FSA)? If you answered YES to both of these questions then you could be saving money by utilizing your employer...