• June 9, 2014
• Liberated Investor Tool KitWeekly Post

The year is now half over.  Was your goal this year to complete a financial planning checklist for 2014?  First on...

• May 20, 2014
• Retirement

There are 3 retirement planning statistics that trouble me the most – and investors need to know how to protect their...

• May 15, 2014
• 401k

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...

• May 13, 2014
• 401k

Want to learn how to rollover a 401k the easy way?  Most investors do. Whether it’s how to rollover, how to...

• May 12, 2014
• 401k

Yes, I truly believe that the 401k market is broken. That’s right, broken. Sound familiar? You go to the enrollment meeting...

• April 24, 2014
• Buy and Hold is DEAD

Investors beware! Hunting for buy and hold strategies can offer seasonal advantages and disadvantages.  This occurred to me this weekend while...

• April 23, 2014
• Newsletters

Quiet the Noise (Listen to the Data): Below you will find a “temperature reading” on the market and the risk level...

• April 15, 2014
• Investment Ideas from an AthleteWeekly Post

I was lucky enough to close out an amazing ski season at Silverton Mountain, in Silverton Colorado this weekend. Not many...

• April 11, 2014
• 401k

Which road do you take when it comes to 401k rollover options? “Follow the Yellow Brick Road…Because, because, because, because, because….”...

• March 28, 2014
• Weekly Post

KIA Lies I actually snapped this photo Thursday leaving John’s Island, SC…a disgruntled KIA driver from NY. If only Investors voiced...