Subscribe via Email
- Investment Services on Start Your 2014 Tax Planning Now
- Stephen in FL on 5 Myths About Real Estate Investing
- john hayes on Why I Max Out My Health Savings Account (And You Should Too)
- Matt @financial wellness on Some Things to Think About In the New Year
- John McFarland on 7 Reasons NOT To Roll Your Retirement Plan into an IRA
Ask Your Question to a Financial PlannerSend us a question that you'd like answered on this blog.
Read What Others Are Saying About UsFinancial Finesse in the news.
Do You Have What It Takes?Try out for our elite team of planners.
Category Archives: Advanced Investing
For these reasons, I don’t invest in bonds (except for some bonds in a couple of my mutual funds that are expected by the fund managers to have “equity-like returns”). Continue reading
There is some debate in the financial community about the best accounts to hold various investment types, but I’ll share my opinions on the topic. Continue reading
One of the biggest challenges facing current and future retirees is shifting from investing for growth to investing for income. Continue reading
A site like Motif Investing can make sense for two types of people. Continue reading
Tweet When it comes to investing, many of us stick to mutual funds. After all, they’re generally the only option in employer retirement plans (except perhaps for company stock) and financial advisers like to sell funds because they’re relatively easy … Continue reading
Tweet The current low level of interest rates can be either a bane or a boon, depending on your perspective. If you are in the market to borrow for a major financial purchase or investment and have decent credit, the … Continue reading
Tweet The bottom line is employees must love the companies they work for. It’s not that they wear the company t-shirt and logo hats and drink out of their insulated mugs. That isn’t how I can tell. It’s in their … Continue reading
Tweet After my stepfather passed away, my mom started working with a local bank to manage her investments. At the time, I was living in California and it was difficult for me to help her with investment decisions. Plus, I … Continue reading
Tweet I read this article on Bankrate.com about investors’ belief that target date funds come with a guarantee of a sufficient retirement income. The statistics are a little bit startling (51 percent — of people investing their retirement savings in … Continue reading