News & Updates

The following is our update of global market performance in Q1 2012. Q1 2012 Global Markets Review...

The following is a great video explaining the difference between a stock broker and a fiduciary. The Butcher Versus the Dietitian...

March 17, 2012 |Brent Hunsberger, The Oregonian Readers have asked lately about a couple of always-touchy subjects: debt and taxes. Not the most pleasant of subjects, perhaps, but let’s dive in....

March 14, 2012 |Jeanine Skowronski, MainStreet Staff Writer NEW YORK (Mainstreet)– Pulling the trigger on retirement can be a costly mistake if your finances aren’t in good shape....

February 23, 2012 | Kasey Panetta, The Fiscally Fit Man from Men’s Health Magazine We surveyed financial advisors to ask where their clients make the most money mistakes. Use their tips to keep tabs on all your loose change—and start banking some coin....

After several delays, the Department of Labor has at last issued final rules requiring 401k plans to provide key information to plan participants. Specifically, these new rules will require 401k plan sponsors to disclose detailed information about plan features, investment options, and fees and expenses to participants, beneficiaries, and even...

Here is our review of how markets performed in the last quarter of 2011 and the year as a whole. Q4 2011 Market Review 2011 Market Year in Review...

It’s a new year and a good time to take advantage of a free service offered by the three major consumer credit reporting bureaus....

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance....

Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth....

Pundits have been predicting the rise of inflation for some time now, arguing that interest rates are so low that “they have nowhere to go but up.” The reality, however, has been the opposite and real interest rates have reflected this; the current yield on a 1 year US Treasury...

November 2011 | Eric Rasmussen, Financial Advisor Magazine Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die....

November 7, 2011 | Michael Pollock, The Wall Street Journal October’s surge helped many mutual funds bounce back It was also a vivid reminder of what has become a fact of life for stock investors: It’s crazy out there. And it seems to be getting crazier all the time....

October 1, 2011 | Katie Kuehner-Hebert, Financial Planning With a little creativity, planners are attracting clients who may stay with them for life. The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still,...

September 15, 2011 | Emily Brandon, U.S. News and World Report/Money and Retirement Section Twentysomethings will need to save much more than their parents did for retirement Retirement won’t be impossible for Generations X and Y, but they will need to save considerably more than the baby boomers to make...