August 2016

What Bob Dylan Wrote About Finance

As Bob Dylan wrote in his classic song: The Times They Are A-Changin’, Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone… Continue Reading →

What Advantages Do Exchange-Traded Funds Have Over Mutual Funds?

First, let’s discuss what the two have in common. Usually, exchange traded funds (ETFs) and mutual funds are diversified. This means the funds hold the stock and / or bonds of many different companies. So, both represent good ways to… Continue Reading →

Nine Things Your Annuity Salesperson May Not Tell You

Ever been pitched a variable annuity? If you haven’t yet, there is a good chance you will be offered one at some point. Read on to find out nine things that annuity salesman may not tell you. The Fees Are… Continue Reading →

Free or Fees?

We do not need a lot of words to tell you the difference between “free” investment advice from a brokerage firm or bank and the advice we give. With us, fees are transparent and paid by you directly to us…. Continue Reading →

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