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529: Ohio Direct – Rating
By Mark FisselPosted on November 4th, 2014
2014 Morningstar Analyst Ratings for 529 College-Savings Plans Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and Price—which its analysts believe […]
Learn MoreOpen Enrollment Season Is Here: Give Your Benefits a Check Up
By Mark FisselPosted on November 3rd, 2014
Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. To get the most […]
Learn MoreEconomic Perspective – Oct 2014
By Mark FisselPosted on November 3rd, 2014
The U.S. economy grew at an annualized rate of 3.5% during the third quarter, according to the initial estimate by the Bureau of Economic Analysis. […]
Learn MoreMarket Recap – October 2014
By Mark FisselPosted on November 3rd, 2014
October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for much of the […]
Learn MoreInvestor, Know Thyself: How Your Biases Can Affect Investment Decisions
By Mark FisselPosted on November 3rd, 2014
Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help […]
Learn MoreDOL Offers Some ‘Friendly’ Advice to Supremes on 401(k) Fee Case
By Mark FisselPosted on October 2nd, 2014
The Department of Labor has offered some “friendly” advice to the U.S. Supreme Court as it considers a review of a high-profile 401(k) fee case. […]
Learn MoreI’m looking to buy a home. What are some common mortgage mistakes to avoid?
By Mark FisselPosted on October 2nd, 2014
Navigating the complex world of mortgages can be difficult. As a result, it’s easy to make mistakes when applying for a mortgage loan. Here are […]
Learn MoreWhat factors could negatively impact my credit report?
By Mark FisselPosted on October 2nd, 2014
Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness of a […]
Learn MorePrepare Now for a Year-End Investment Review
By Mark FisselPosted on October 2nd, 2014
Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making […]
Learn MoreRetiring and Relocating? Don’t Neglect State Taxes!
By Mark FisselPosted on October 2nd, 2014
If you’re retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax […]
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