What are the Hidden Fees associated with Annuities?

It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s ... Read MoreRead More

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Millennials and Their Money: 3 Tips for Overcoming Investing Fears

When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing ... Read MoreRead More

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Hidden Costs in Investing

There are many different ways in which costs are charged to your investment portfolio.   Many of these are hidden and are basically untraceable.  Today we are going to discuss a ... Read MoreRead More

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What is Dollar Cost Averaging?

Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging-  The technique of buying a fixed dollar ... Read MoreRead More

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Is it Safe?

Perhaps one of the biggest challenges that investors face is determining if “right now” is a SAFE time to invest (meaning not just the present, but any time). What makes ... Read MoreRead More

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Second Quarter Market Returns

There have actually been complaints in the media and news about how “boring” the stock market has been so far this year.  Boring is bad in sports, but in the ... Read MoreRead More

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What is a Hedge Fund?

Are you missing out on the supposedly huge amount of profits to be made by investing with a “Guru” in his Hedge Fund? Hedge funds are like mutual funds, but ... Read MoreRead More

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Market Timing: The Myth

So what is market timing and are you losing returns because your money manager is doing it?  Or even worse, have you been caught doing it all on your own. ... Read MoreRead More

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Bright Future for Small Businesses

According to the U.S. Small Business Administration, small businesses represent more than 99 percent of all U.S. employers and have created 65 percent of new jobs in the past 17 ... Read MoreRead More

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First Quarter Market Returns

It is often hard to know what the market returns when all we see on TV or the internet is the minute to minute ticker.  As investors we need a ... Read MoreRead More

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