Archive for Year: 2016

5 Common Investment Scams

Investment scams aren’t something new; unfortunately they have been around for hundreds of years. What is new is the way that scammers try to get to you with more complex offerings.  Be aware of these common scams: Private Event with ‘Free Lunch’- These are an invitation only event, where...

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April 2016 Newsletter

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance. This might seem like an easy source of funds to tap for various reasons, but with exception of a dire emergency you should think twice about borrowing...

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March 2016 Newsletter

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever. Even experienced investors and financial advisors find...

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February 2016 Newsletter

The Fiduciary Standard In the investment world, there are two different standards that Investment Advisors and Broker Dealers must follow. Many people consider the advice that they receive from both parties as similar, but there are differences that most may not know. This article focuses on the company that...

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January 2016 Newsletter

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings. Americans in general as a group face a shortfall in retirement savings, but women appear to be saving less than men (Employee...

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