by Kelsea Rounds | Jul 1, 2013 | Financial
One of the hardest things for a financial advisor (and/or financial planner) to articulate is his or her value. So much of what a financial advisor does is based on how he or she invests your money, but at that same time, there are many other areas where an advisor...
by Kelsea Rounds | Jun 25, 2013 | Financial
Have you heard about the massive amount of money investors lost due to the Madoff Ponzi scheme? There sadly are so many more scandals and schemes alive and doing well in the financial area. Historically, however, investors who follow these ten simple rules...
by Kelsea Rounds | Jun 17, 2013 | Financial
For many investors, the top retirement goal is total financial freedom with a certain income level. The income goal for one investor might be considered excess income by another. The amount you need is not what matters, as the basics are the same. Ladies, you...
by Kelsea Rounds | Jun 11, 2013 | Financial
Bert worked for one of the large Detroit automobile companies for many years and had a retirement plan with some very expensive no-load investment options. Every Monday, Bert checked in with his office peers and then adjusted his employer’s retirement account, moving...
by Kelsea Rounds | May 31, 2013 | Financial
For thirteen years, we taught investment classes for a college and various local community education programs. Many students were highly educated—successful business owners, mid- to high-level corporate managers, doctors, lawyers, MBAs, nurses, technicians,...
