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May 10, 2017

Retirement Preparedness may Improve with an Adviser

It has been surveyed time and time again and the results are the same- Americans are simply not saving enough for retirement. A startling 29% of those aged 55-64 have no retirement savings, and only 50% of Americans actually participate in their offered 401(k) programs. Though different reasons are […]

December 14, 2016

Considering Morningstar a Fiduciary is a Bad Idea

Morningstar is a big name in the investment industry. Their “star” system of rating investments is one of the most widely used, yet misunderstood, rating systems. Unfortunately, Morningstar’s fiduciary advice follows in similar footsteps. The company has admitted that their star system is not a strong indicator of […]

October 4, 2016

How Emotions Kill Investments

REACTIVE INVESTING IN A MARKET CIRCLE The idea behind investing is simple: buy low and sell high. Easy, right? Insert irrational, emotional human beings and things get a little more complicated. When we allow emotions to impact our investing, leading to reactive decisions instead of staying steady, the […]