One of the most challenging parts of managing a portfolio is to avoid getting caught up with the day-to-day and month-to-month swings of global stock and…

A family friend had recently retired and finally had his dream home – on a golf course.  This was the kind of course where he…

Steve Forbes once said, “You make more money selling advice than following it.  It’s one of the things we can count on in the magazine business…

Recently a late night show on HBO took on the subject of financial advisors and retirement plans.  Last Week Tonight with John Oliver, a witty…

Unquestionably investors can experience emotional pain and anxiety when their investment reports show a loss in value of their investments due to market downturns. As…

1.  Think long-term. Where do you want to be financially in five, 10, or 40 years? If you constantly focus on what you want immediately,…

The Director of the Gary Anderson Center for Economic Research, economist Dr. Esmael Adibi was the entertaining and educational speaker for our Year in Review/…

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…

Morningstar, Inc., a leading provider of independent investment research and analysis, regularly reviews mutual funds companies as well as other investment options. Their June 9…