Investor Basics: What Is Vesting?

Vesting is a company policy that specifies when an employee fully controls retirement plan contributions made to his or her account by the employer. Employers want to keep you as long as they can. As part of … Read more

Posted on January 19, 2018 by

Track Your Spending For A Realistic Budget

Would you believe that for a large percentage of Americans the word “budget” isn’t a part of their active vocabulary? Indeed, the idea of a budget for many people is … Read more

Posted on January 12, 2018 by

Investor Facts: What Is An Annuity?

An annuity is a contract that takes in cash and then pays a fixed income stream to its holder for a set period of time. As retirement nears, the shift … Read more

Posted on January 12, 2018 by
retirement planning

4 Questions To Start Your Retirement Planning

Retirement planning is complex. There are many variables and uncertainties. This makes it hard to get started. One way to get started is to answer these four essential questions. Question … Read more

Posted on January 6, 2018 by
enterprise value

Investor Facts: What Is Enterprise Value?

Enterprise value is a calculation of a company’s total value in dollar terms. Figuring out what a company is “worth” can be difficult. Often, investors use market capitalization, the dollar … Read more

Posted on January 5, 2018 by
retirement investments

Your Retirement Investments Are Only Half The Equation

Retirement investors often focus on “the number,” with good reason. How much you have saved and invested over the years will determine your retirement lifestyle for sure. If you have … Read more

Posted on December 30, 2017 by

Investor Facts: What Is A Dividend?

A dividend is a periodic cash payment to shareholders of a company. Usually made quarterly, a dividend payment is a distribution of corporate profits. The number of shares an investor … Read more

Posted on December 30, 2017 by

Bitcoin Might End Up In Your Portfolio…Someday

It has been hard to miss headlines about Bitcoin, an electronic form of money that has zoomed in value in recent months. The widely misunderstood alternative currency is not a … Read more

Posted on December 22, 2017 by
cd ladder

Investor Facts: What Is A CD Ladder?

A CD ladder is a method of investing in certificates of deposit (CDs) that helps you earn some interest now while reducing the risk of missing higher rates later. CD issuers … Read more

Posted on December 13, 2017 by
hire a financial advisor

Do You Need A Financial Advisor? How To Tell…

Saving for retirement is the easy part for most people, believe it or not. If you are in a job with a 401(k) or 403(b) retirement plan, your employer will … Read more

Posted on December 11, 2017 by