Should I be Using my Roth 401k?

  You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth 401k? To help you make a decision, we’ve answered questions…

Stretching For Yield

In today’s economic environment, safety is at a premium but bank account rates remain at historical lows.  This is persuading many investors to look for higher yields with their safe money.  In some of these situations, they are finding products that…

1940 = 2010?

Over the last few weeks, we’ve had a few clients call us with some understandable concerns regarding current stock market conditions.  They have asked whether it makes sense to sell stocks and move their money in to cash and bonds. …

Am I Doing the Right Thing With My Investments?

HBO has a popular series they air in the fall called “Hard Knocks.” The aim of the program is to uncover the intricacies and nuances that make training camp in the NFL so fascinating.  They pull the curtain back and give…

Time For A Financial Alignment

No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not hit anything major but your steering wheel begins to shake…

Pushing the Pedal

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of how the engine will power the car to their next…

Losing Money in a Top Performing Fund

In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual funds.  We also include an excerpt from an interview with…

Should We Be Investing in Gold?

Investing in gold is on the tip of many investors’ tongues these days. The fact that gold has tripled in value over the last seven years and recently has been hovering at a price of $1,100 an ounce, has certainly…

Life After the Lost Decade

Life After the Lost Decade

After going through multiple investment bubbles, a severe credit crisis, and two painful recessions, the “Lost Decade” for stock investments has come to an end. In fact, the latter half of 2009 left us with a rather robust recovery and…

I Bought Quicken, Now How Do I Use It?

There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors