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What return are you really earning on your money?
By Mark FisselPosted on August 4th, 2015
If you’re like most people, you probably want to know what return you might expect before you invest. But to translate a given rate of […]
Learn MoreValue Investing: Staged for a Comeback?
By Mark FisselPosted on August 3rd, 2015
In long-term perspective, portfolios have fared better when slightly weighted towards “Value” companies (companies that are less expensive due to perceived lower future growth). In […]
Learn MoreFinancial Mistakes People Make at Different Ages
By Mark FisselPosted on August 3rd, 2015
There’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life […]
Learn MoreWhat is the Roth IRA five-year rule?
By Mark FisselPosted on July 1st, 2015
Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from […]
Learn MoreAvoiding Probate: Is It Worth It?
By Mark FisselPosted on May 5th, 2015
When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process […]
Learn MoreHow Does Divorce Affect Social Security Retirement Benefits?
By Mark FisselPosted on May 5th, 2015
One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If you were […]
Learn MoreSelf-Directed IRAs
By Mark FisselPosted on May 5th, 2015
A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to […]
Learn MoreEconomic Perspective – April 2015
By Mark FisselPosted on May 5th, 2015
The Nasdaq broke its 15-year-old record set in March 2000, reaching a high of 5092.08 on April 24. The S&P 500 and the Russell 2000 […]
Learn MoreMarket Recap – April 2015
By Mark FisselPosted on May 5th, 2015
Investors seemed to take their emotional cue from a spate of mixed earnings results and economic data, waffling between enthusiasm and caution throughout the month. […]
Learn MoreHow Does Your 529 Plan Stack Up Against the Competition?
By Mark FisselPosted on April 2nd, 2015
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, now may be a good time to see […]
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