Financial Failings of NBA Legend Antoine Walker
Former NBA All-Star forward Antoine Walker possessed a varied skill-set that enabled him to play both inside and outside. A big man who also shot the three, Walker was notorious for his hilariously...
View ArticleThe Conflicts of Interest Around 401(k)s
A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less...
View ArticleFear Keeps Millennials on Investing Sidelines
Millennials are nervous about investing. Recent surveys have shown that 70% of millennials keep their savings in cash rather than invest it in the stock market. But by not investing early on, these...
View ArticleWhy Playing It Safe Could Hurt Your Retirement
A new survey from Bankrate indicates that many Americans hold quite a low view of the stock market. In answering what was the best way to invest money unneeded for at least 10 years, real estate (25%)...
View ArticleDonald Trump Takes a Stand on 401(k) Investments
GOP presidential nominee Donald Trump has had one of the most hectic campaigns in recent memory. He has made so many newsworthy remarks that it is hard to keep up. One day last week was particularly...
View ArticleSummer Interns: Time to Focus On Long-Term Gains
The light at the end of the tunnel is nearing for America’s summer interns. Full-time offers will be tendered, sighs of relief exhaled and paychecks cashed. Interns who receive offers will be...
View ArticleThe Importance of Personal Finance Knowledge
For years, the Financial Industry Regulatory Authority (FINRA) has tracked American personal finance knowledge through a survey about saving habits and basic financial principles. FINRA recently...
View ArticleHow to Cut Back on Spending Like a Billionaire
Even the richest few people in the world maintain some financially cautious habits. Warren Buffett (who, by our math, is worth more than all of the NFL’s teams combined) famously still lives in the...
View ArticleTeachers: Who is Managing Your 403(b)?
With autumn just around the corner, many teachers have returned to their classrooms. The end-of-summer teacher ritual of decorating, stapling and contacting parents has made its return. I know from...
View ArticleGot a Raise? Here’s How to Avoid Lifestyle Creep
We work with a lot of young professionals and because of that, we get the pleasure of seeing many of our clients progress up the ladder in their career. With this often comes more responsibility but...
View ArticleDon’t Let Emotions Hinder Your Investing Goals and Progress
Who doesn’t want to see quick results? Imagine if you wanted to get in shape and you could go to the gym for a week and boom, your beer belly is gone and you’re ready for beach season. Whether it’s...
View ArticleOptions for Your 401(k) When You Change Jobs
In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take...
View ArticleElection Volatility Had You Spooked? Think of Your Goals
Were you keeping an anxious eye on your investment accounts leading up to last nights’ election? Are you relieved they seem to be climbing again? In spite of the plunge in the futures market last night...
View Article403(b) Plans: The Flaws Teachers Should Know
As you may have seen, The New York Times has recently written a series of articles detailing the many issues with the retirement plans commonly used by teachers, known as 403(b) plans. Their first...
View ArticleThe Problem with Buy Low, Sell High Advice
It’s easy for a pundit on TV or a finance blogger to talk about the simplicity of investing. That’s what many of them do, yet we constantly hear horror stories of people’s experiences investing in the...
View Article3 Ways to Make Budgeting a Success in the New Year
As hard as it is to believe, the end of the year is fast approaching. A common theme this time of year is determining what is important for people to accomplish in the coming year, a.k.a. “new year’s...
View ArticleShould you “Inaugurate” a New Financial Plan on January 20th?
Time for a New Financial Plan? The market’s wild ride after the presidential election might have you wondering if a change in leadership should mean a change in your financial strategy. While no one...
View ArticleKnow the Difference between Fee-only vs. Fee-based Financial Advice?
Confused about the difference between Fee-Only Financial Planning and Fee-Based planning? You’re not alone. Financial planning jargon can be daunting when you’re just getting started. Understanding the...
View ArticleYour Financial Plan Depends on More Than Your Age
Your Financial Plan We live in a time of great personal freedom when we have the opportunity to choose our own life goals and paths. While it’s true that very few 26-year-olds are likely to be...
View ArticleDon’t let Financial Differences Lead to Divorce
Financial differences rank among the leading causes of divorce among couples, both young and old. The statistics are alarming, but perhaps not surprising. How we handle money is not usually a topic of...
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