by Kelsea Rounds | Jan 15, 2013 | Financial
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...
by Kelsea Rounds | Dec 26, 2012 | Financial
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...
by Kelsea Rounds | Dec 10, 2012 | Financial
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...
by Kelsea Rounds | Dec 3, 2012 | Financial
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...
by Kelsea Rounds | Oct 30, 2012 | Financial
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...
