• 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...

• March 21, 2014
• Buy and Hold is DEADRetirementWeekly Post

Retiring soon? Let’s explore 3 crash proof retirement ideas for 2014. Know anyone that retired or wanted to retire in 2008?...

• March 20, 2014
• RetirementWeekly Post

Time to transition to a successful retirement strategy? Here are 3 simple tips that Liberated Investors, “In-the-know-soon-to-be-retirees”, will use to get...

• March 18, 2014
• MarketsWeekly Post

Top Q&A that investors need to modernize in 2014: What Are Investment Objectives? You see, long gone are the days where...

• March 12, 2014
• Weekly Post

So you’ve been asking around—your friends, your co-workers–for referrals to planners they use and trust and you’ve got a list going–NOW,...