Other Writings & Publications

Market Correction or Next Recession?

Market Correction or Next Recession? Analysis of current economic and stock market’s reaction to the recent correction. We also briefly review Investment implications for financial planning and retirement planning.

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Top 3 Expenses You Didn’t Know Your 401(k) Paid

Top 3 Expenses You Didn’t Know Your 401(k) Paid It’s important to understand expenses when determining the right investment vehicle. Untangling the web of payments and vendors for a 401(k) plan can be complex for industry insiders, let alone business owners and participants. A few examples are; 1. Mutual Fund Expenses Fully disclosed, they compensate …

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Top 2 Ways To Increase Returns

Top 2 Ways To Increase Returns Increasing your portfolio returns can help improve your odds of achieving your goals, here are a few things to think about; 1.) Change your level of risk Conservative portfolios can increase their long term expected returns by increasing their level of risk. Aggressive portfolios can increase their long term …

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Top 4 Mid-Year Money Moves

Top 4 Mid-Year Money Moves The middle of the year makes a good time for checking up on your investments and retirement plans. Here are a few things to review 1. Asset Allocation Equities have gone down the first half of this year, how has that affected your asset allocation. No matter the investment theory …

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Top Ways to Check on your Broker

Top Ways to Check on your Broker In choosing a broker or Investment Advisor, it’s always wise to do a bit of research on their background. 1. Check licensing and regulatory history Check the background at http://www.sec.gov/investor/brokers.htm.  Examine: Litigation/regulatory disclosures Whether they are acting as a Registered Rep (broker) or Investment Advisor Rep. A Registered Rep …

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