Investor Facts: What Is An IRA Rollover?

An IRA rollover is the choice of taking money from your employer’s tax-deferred retirement plan, such as a 401(k) or 403(b), and reinvesting it into a personal individual retirement arrangement (IRA). Typically this … Read more

Posted on April 3, 2018 by

Robo-Advisers Vs. Human Advice For Your Investments

Increasingly, the most important question investors have to ask themselves is, should man or a machine manage my money? Online, technology-driven investment firms have won billions of dollars in client assets. Millennial … Read more

Posted on March 23, 2018 by
financial savvy

Investor Facts: What Is An Income Annuity?

An income annuity is a type of guaranteed investment that provides a steady stream of fixed income. Retirement means losing the regularity of work income. Retirement investments can generate steady … Read more

Posted on March 19, 2018 by

Nearing 50? Time To Get Serious About Retirement Investing

There’s no way around it. At 50, you’re officially in crunch time when it comes to retirement. A lifetime of money habits makes itself abundantly clear. Your financial future depends on … Read more

Posted on March 9, 2018 by
growth and income

Investor Facts: What Is Growth And Income?

Growth and income is a kind of stock mutual fund that combines both growth stocks and income stocks. A growth and income fund combines attributes of volatile, high-growth companies and steadier … Read more

Posted on March 9, 2018 by
lifelong investing

How To Create A Lifelong Investment Plan

Setting up an investment plan that will last for years is really a matter of a few simple filters. For instance, the Brinson study shows that your investment portfolio should be … Read more

Posted on February 28, 2018 by
financial literacy

Investing Basics: What Is Financial Literacy?

Financial literacy is a solid understanding of finance in ordinary life. Financial literacy can be as simple as grasping the value of a dollar as a youngster and as complex as … Read more

Posted on February 21, 2018 by
tax withholding

Big Tax Refund? You’re Doing It Wrong

You probably know someone who calls a big tax refund a “government vacation fund,” getting back $4,000 to $5,000 every year in a federal tax refund and a smaller amount … Read more

Posted on February 5, 2018 by
exchange traded fund

Investor Facts: What Is An Exchange-Traded Fund?

An exchange-traded fund (ETF) is an investment vehicle that tracks a specific investment index. ETFs often are compared to index funds, which also use baskets of investments such as stocks … Read more

Posted on February 2, 2018 by
retirement

5 Retirement Planning Mistakes To Avoid

Many people do their own retirement planning, which is fine. Yet most should at least consider hiring an advisor with planning experience. A small mistake can be corrected if caught … Read more

Posted on January 22, 2018 by