Stock Market Recap after the First Quarter

From what you heard on news you might think the stock market had a horrible first quarter.  With 3 individual trading days that had very large drops, that seemed to ... Read MoreRead More

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You Can’t Afford to DIY Investing

With the proliferation of the Internet and continued expansion of online investment tools, the role of an Investment Advisor is now of crucial importance. Personal investors have access to more information ... Read MoreRead More

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Picking Winning Stocks

You think you can pick winning stocks consistently, and I’m here to tell you that you can’t.   But even if I cannot convince you that you can’t pick stocks, I ... Read MoreRead More

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What is a Wall Street Bully?

Wall Street Bullies are not just found in New York City, they are found in investment brokerages throughout the country.  In fact, your investment guy, might just be a wall ... Read MoreRead More

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1st Quarter Stock Market Recap

If you pay attention to any financial media you probably assumed 2016 has been a horrible year for stocks so far, but you would be wrong.  Although it wasn’t a ... Read MoreRead More

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Is a Roth Conversion Right For You?

Many people are taking advantage of the tax benefits that come along with Roth accounts.  No matter what your income or tax status is, you can take advantage as well. ... Read MoreRead More

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Third Quarter Market Returns

As you might have already heard the stock market took a dip in the most recent quarter.  Fixed income categories on the other hand did see mostly slight gains.   The ... Read MoreRead More

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Investment Accounts 101

Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. Wouldn’t it ... Read MoreRead More

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Who Should You be Getting Investment Advice From?

If you are looking for advice on investing, you can look just about anywhere and get some opinion.  It is important to understand the reason behind the advice that someone ... Read MoreRead More

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The Worst Investment Advice Ever

I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the ... Read MoreRead More

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