Blog

The Perfect Storm – Part 1

Many families have been asking their personal financial planning advisor what caused this great recession that we are now in. This three-part series discusses the major contributing factors.
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Need Help Paying Off Debt?

Many people today struggle with paying off debt, especially consumer debt. Here are 4 easy steps you can take to getting out of the bondage of debt.
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The Best Mutual Funds – Part 2

When is comes to finding the best mutual funds, there are a lot of moving parts and features to consider.  Some of these things are much more important than others.  So if you’re trying to find the best mutual funds, here are some more things you need to know about: 12b-1 Fees These are another kind of internal…
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Why Do Investors Sit Tight In 401K’s?

There are bears. There are bulls. And there are sitting bulls. These are the legions of 401(k) investors who don’t merely buy and hold; they buy, hold and sit stock-still. Even as the U.S. stock market fell 55% between October 2007 and March 2009, these people barely budged. Among the more than three million 401(k)…
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