• December 22, 2014
• IRARetirement

You have less than 2 weeks to decide whether you’re converting an IRA to a ROTH… but why on earth would...

• December 22, 2014
• Market Alerts

Last week, in addition to a Santa Claus Rally that is taking us back to market highs, we saw a meaningful...

• December 17, 2014
• Market Alerts

The Russian Ruble is off nearly 50% year-to date in response to the country’s strong dependence on $100/barrel oil and to...

• December 15, 2014
• Market Timing

In a word: BE. Are you uneasy about your portfolio (timing) strategy? It occurred to me how common it is for...

• December 5, 2014
• Market Alerts

There was much speculation about whether or not European Central Bank (ECB) President Mario Draghi would announce Quantitative Easing (QE) in the...

• December 4, 2014
• Fees

So, no one likes to pay fees, right? For the growing number of investors that do pay an advisor fees for...

• November 26, 2014
• Fees

Let’s start with the biggest problem facing your financial advisor’s fee structure: It’s riddled with conflicts of interest.  If your advisor...

• November 24, 2014
• Market Timing

To time or not to time? That’s the question. Too often investors’ expectations of the perfect market timing model aren’t rooted...

• November 18, 2014
• Background Check

You check your baby sitter’s background, right?  What about employees you may have hired over the years?  Maybe a potential suitor?...

• November 14, 2014
• Capital Gains

It’s the most wonderful time of the year…unless you’re a mutual fund owner. In fact, December is the notorious time for...