Investing

Are you between the ages of 21 and 35? If you are here are some tips that can help you in your quest to retire rich.  Normally at this point in your life you are not thinking of retirement but I [...]

Do you know what questions to ask when it comes to your personal finances? Chances are you are like most people and keep your personal finances, well personal.  It is not a natural feeling for us [...]

Do you need a human financial advisor or will one of the up and coming robo-advisors work for you? This is a question that many people are asking themselves in today’s financial world.  The only [...]

Financial planning is not rocket science and the terms used are not totally foreign.  Why would someone who is educated need a financial planner then?  The answer is simple, they remove the [...]

Are you an investor that is worried about the latest bull market?  Are you concerned about the valuations of equities?  There is no denying the fact equities in recent years have been advancing [...]

Are your investments not in the proportion you have as targets?  Is one asset out preforming another?  If you answered yes to these two questions it may be time to take a look at your investments [...]

Are you planning your retirement?  Will you be retiring in the next 20 to 30 years?  If you are indeed planning your retirement and it will be in the 20 to 30 year time frame there are some [...]

Do you track your investments?  Are you diversified?  Are you too diversified?  These are some of the questions we must ask ourselves when we are investing in 401(k) accounts, brokerage accounts, [...]

Are all index funds the same?  That depends on the index and how they measure it.  While most indexed mutual funds and ETFs are weighted based on the company’s market capitalization.  In this [...]

Do you contribute to an IRA on an annual basis?  When in the year do you contribute?  Are you one to make your contribution early in January or do you wait until closer to the tax and [...]