February 29, 2016

Retirement challenges for single people

The financial industry tends to focus on married couples or widows.  The assumption one is tempted to make is the retirement planning for single people is […]
September 3, 2015

China’s real impact on your portfolio

The stock market has fallen by about 7% in the last four weeks as measured by the S&P 500, ostensibly because of China’s growth slowing down […]
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 […]
July 2, 2012

401(k) fees

New rules by the Department of Labor took effect Sunday July 1 that require your employer to fully disclose all of the fees you pay in […]
June 13, 2012

Holding Cash

There were two interesting articles about holding cash yesterday.  One was about retirees holding several years worth of cash  (click here to read) and the other […]
June 5, 2012

401(k) rollovers – make sure you know all the rules before you start

Here’s why: A 56 year old attorney left his job.  Soon thereafter, he did a 401(k) rollover into a SEP IRA.  The next year (age 57), […]
April 16, 2012

Roth versus Traditional IRA – the hidden assumption

It’s almost tax day, and as usual we are seeing a lot of articles about whether people should use a Traditional IRA or a Roth IRA.  […]
March 15, 2012

Dividend Investing

In the last year or so, I have seen a renewed interest in “dividend investing”.  Dividend investing means that people select what stocks to buy based […]