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Just How Risky Is Your Portfolio?
By Mark FisselPosted on May 29th, 2013
If you’re like most people, you probably evaluate your portfolio in terms of its return. However, return isn’t the only factor you should consider; also […]
Learn MoreUnderstanding 401(k) Plan Fees and Expenses
By Mark FisselPosted on May 29th, 2013
If you direct your own 401(k) plan investments you’ll need to consider the investment objectives, the risk and return characteristics, and the performance over time […]
Learn MoreEconomic Perspective – April 2013
By Mark FisselPosted on May 1st, 2013
The U.S. economy grew 2.5% during the first quarter of 2013, according to the Bureau of Economic Analysis. However, that pace was weaker than expected, […]
Learn MoreMarket Recap – April 2013
By Mark FisselPosted on May 1st, 2013
Despite some bumps along the way, both the S&P 500 and the Dow industrials soared to new all-time records, and the Nasdaq set a new […]
Learn MoreI already have health insurance. Will I have to change my plan because of the new health-care reform law?
By Mark FisselPosted on April 29th, 2013
For the most part, no. The Patient Protection and Affordable Care Act (ACA) does not require you to change insurance plans, as long as your […]
Learn MoreWhat are health Exchanges and do I have to buy health insurance through them?
By Mark FisselPosted on April 29th, 2013
A health insurance Exchange is essentially a one-stop health insurance marketplace. Exchanges are not issuers of health insurance. Rather, they contract with insurance companies who […]
Learn MoreFour Retirement Saving Myths
By Mark FisselPosted on April 29th, 2013
No matter how many years you are from retirement, it’s essential to have some kind of game plan in place for financing it. With today’s […]
Learn MoreFinancial Tips for Obtaining a Mortgage Loan
By Mark FisselPosted on April 1st, 2013
In January 2013, the Consumer Financial Protection Bureau released a new mortgage regulation, which sets forth stricter underwriting requirements for mortgage lenders. The regulation requires […]
Learn MoreEstate Tax After the Fiscal Cliff
By Mark FisselPosted on April 1st, 2013
After threatening to go over the fiscal cliff, the gift tax, estate tax, and generation-skipping transfer (GST) tax have come in for a soft landing. […]
Learn MoreUnderstanding the New Medicare Tax on Unearned Income
By Mark FisselPosted on April 1st, 2013
Health-care reform legislation enacted in 2010 included a new 3.8% Medicare tax on the unearned income of certain high-income individuals. The new tax, known as […]
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