Mutual Funds have been around for about 100 years. The oldest mutual fund still in existence today (symbol-MITTX, Name- Massachusetts Investors Trust Class A) was started in 1924. Mutual funds allow anyone to obtain excellent diversification and professional management. Mutual funds invest in financial assets- stocks, bonds, commodities, and real estate securities.

Using a fiduciary financial advisor can mean the difference between your financial success or distress, especially if you don’t want your life savings to be used to maximize someone else’s short-term income.

When sitting down with an “investment professional” (hereafter referred to as ‘IP’), folks understand that the person across the desk needs to be compensated in some way. Additionally, the IP’s firm must be compensated also because it has overhead and keeping the doors open is expensive.

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

The end of the year is a natural time to evaluate your financial plans, results, and plan for the new year. It is also a deadline for some tax related matters. The old adage “what gets measured is what gets done” is very applicable here. This article will explain some techniques to help you evaluate your financial success...

There are dozens of financial advisor certifications and designations—many of newer credentials require relatively little coursework and training compared to the older, more established designations. But who hires a CFP? You should. 

Roth IRAs have been around for a little over 20 years and are more popular now than ever.  Two things are fueling this.  The first is historically low current income tax rates.  The second is the very real risk of escalating tax rates. 

It is not uncommon at all for pre-retirement investors to withdraw some funds from their retirement account in order to make significant purchases or pay off debt. We generally advise against that and work with our client to...