Category
About those hidden fees investors pay non-fiduciaries
By Mark FisselPosted on March 31st, 2016
The Department of Labor is soon expected to issue its much-ballyhooed, much-anticipated, and, in some circles, much-loathed “fiduciary rule.” This rule will require brokers who […]
Learn MoreGrow Your Retirement Savings Without Growing Your Tax Bill
By Mark FisselPosted on March 31st, 2016
Each and every year, I run across countless individuals who foolishly pass up the opportunity to shift money from a taxable account to a tax-free […]
Learn MoreWhat is the federal funds rate?
By Mark FisselPosted on March 29th, 2016
In December 2015, the Federal Open Market Committee (FOMC) raised the federal funds target rate to a range of 0.25% to 0.50%, the first shift […]
Learn MoreSix Potential 401(k) Rollover Pitfalls
By Mark FisselPosted on March 29th, 2016
You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward […]
Learn MoreAct your shoe size, not your age
By Mark FisselPosted on March 1st, 2016
Want to be happier? Then you need to release your inner child As adults, it seems that we are constantly pursuing happiness, often with mixed […]
Learn MoreIs Your Estate Plan Truly Complete?
By Mark FisselPosted on February 24th, 2016
For an estate plan to be truly effective and do more than simply move money and assets from one generation to the next, it must […]
Learn MoreHow to Stay On the Sunny Side in a Cloudy Market
By Mark FisselPosted on February 24th, 2016
The year has gotten off to a difficult start in the stock market. The major averages plunged as much as 10%, which is the common […]
Learn MoreWhy Your Financial Adviser and Your Accountant Should Work Together
By Mark FisselPosted on February 24th, 2016
If your financial adviser and certified public accountant (CPA) aren’t already talking, this tax season would be a great time to introduce them. Most people […]
Learn MoreCost of Living: Where You Live Can Affect How Rich You Feel
By Mark FisselPosted on February 24th, 2016
Do you find yourself treading water financially even with a relatively healthy household income? Even with your new higher-paying job and your spouse’s promotion, do […]
Learn MoreRates on the Rise: Strategies for Fixed-Income Investors
By Mark FisselPosted on February 24th, 2016
A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even […]
Learn More