Brokers & Independent Advisors: What’s the Difference?
Most people aren’t aware that there are two very different types of financial advisors: brokers and independent advisors. Brokers Work for Big Financial Firms A broker is someone who works for a broker dealer, like the billion dollar firms Morgan Stanley or Merrill Lynch, a Bank of America corporation, employed [...]
Stocks Sink Again, Energy Shares Tumble
Another Full Correction Mode Here we go again, with the stock market in full correction mode for the second time in 6 months. The market is trying to sort out its concerns over the slowdown in China, weak oil and commodity prices, and concerns about the Fed’s [...]
Year-End Financial Checklist Tips: Consider Securities
In her blog, "Year-End Financial Checklist: 7 Tips to End on a High Note", Jaclyn Jackson highlights seven important actions that will help you to get maximum value from your securities portfolio. Depending on your individual circumstances, you might be able to employ all of these [...]
Retirement Challenges
It seems to be a common theme at cocktail parties: “With the way the market is going now, I don’t think I will ever be able to retire.” But is it really that bad? What are the retirement challenges you need to prepare for? Million Dollar [...]
Market Volatility and Your Portfolio
In my email of 8/24/15 to my clients, I indicated that the market’s volatility could persist for the short term. Two months later the market appears to have “formed a bottom”, and we may be on our way to reaching the trend line of long-term market [...]
Our Site Is Now Mobile-Friendly!
Did you know that nearly 2/3 of Americans are now smartphone owners? According to the PEW Research Center's 2015 report, we're relying more on our phones for information primarily because of their convenience and portability, whether we have other ways or accessing the internet or not. [...]