August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world of being predictable. As the landscape continuously changes, so do the investment vehicles and products offered. Many investors feel they are better off purchasing a fund or ‘basket’ of...
Original Post: August 23, 2016. By Lori Patterson: Lori originally posted this article in 2016 but yet again here we find ourselves in the tail-end of summer 2018 in need of a good reminder about Required Minimum Distributions. Read more for what you need to know...
July 17, 2018. By John Wolfsberg: It wasn’t too long ago that yields on most money market funds were essentially zero. In fact, had most mutual funds levied their full management fee on these types of funds the yield would have been negative! When the financial crisis...
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan. While a Last Will and Testament directs how your assets will be distributed after you die and assigns an executor...
March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
