February 27, 2013

Should I move my 401(k) to my new company or do an IRA rollover?

This is one of the most common questions I get from clients and friends when starting a new job.  While there are many issues to look […]
February 19, 2013

Small investors regain confidence and return to markets

This headline wins the first “Reasons Why You Need A Financial Planner” headline award of 2013.  Why is this so scarry?  Because the equity markets are […]