DO-IT-YOURSELF INVESTORS UNDERPERFORM
According to Dalbar, Inc., a Boston-based market research firm, the average equity investor severely underperformed the S&P 500 index for the 20-year period ending December 31, 2013. Retail …
“I KNOW, I KNOW…I’LL GET AROUND TO IT.”
Sound like a familiar saying around your house? It does around mine. I am notorious for saying I’m going to do something, only to turn around and it’s …
SHOULD YOU NAME A TRUST AS AN IRA BENEFICIARY?
Contrary to popular belief, there are times when two rights can make a wrong. Both trusts and IRAs are important components of any estate plan, and there are …
FACING THE POSSIBILITY OF INCAPACITY
Even with today’s medical miracles, it’s a real possibility that you or your spouse could become incapable of handling your own medical or financial affairs. A serious illness …
DON’T RETIRE EARLY…UNLESS
To retire early is to choose to leave money on the table. Not only are you losing income for every year you elect not to work, but you …
8 QUESTIONS TO ASK A POTENTIAL ADVISOR
You work hard and travel frequently to build financial security. However, to prepare for retirement, you need more than hard work. The right financial advisor can be the difference between …