Stock Market, Financial Planning, Investor Behavior, Cyber Security...
Whether it’s ideas from the industry or emerging trends, you can read about it here.
Macro Overview The aftermath of Hurricanes Harvey, Irma, and Maria are expected to have uncertain affects on government data and continued ambiguity on economic activity. The hurricanes will distort economic reports quite possibly for...Read More
Macro Overview Hurricane Harvey prompted an agreement between the President and congressional leaders to increase the politically charged debt ceiling in order to help fund repair efforts in Texas. The agreement will avert a government...Read More
As the year ends, financial conversations start focusing a bit more on tax strategies than other financial planning and portfolio topics, sometimes to the detriment of long term objectives. Tax Loss Harvesting is the classic year-end...Read More
I’m going to retire in the next few years, what should I be doing now to make sure I’m ready?Read More
Limited Investment Options – Annuities, by-and-large, have very few investment options. Most annuities have between 25-50 different investment options and are often proprietary to the company selling you the annuity. Still, it...Read More
MNvest! It's here! The legislation creating equity crowdsourcing has arrived, Minnesota, and the concept sounds appealing: “The democratization of investment". It’s about time!Read More
You meet with an advisor that states they are Fee-Based, another says they are Fee-Only. Is there a difference? While the terms are similar, the key difference is in how your advisor is compensated and how that impacts the...Read More
The SEC has issued an Investor Alert regarding Identity Theft and Data Breaches. It's good to review these tips frequently to remember how to keep your electronic identity safe. Investor Alert: Identity Theft, Data Breaches and Your...Read More