It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement.
Whether you're looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor.
In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.
The date was December 31, 1999. I remember going to Wal-Mart to search the picked-over shelves for bottled water, canned food, and ammunition. Why? Y2K was coming!
Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail …
Given the recent holiday season, it’s likely you received a present in the form of a pre-paid gift cards. For those of you who like shopping on Amazon, you may realize that using those gift cards isn’t so easy. The …
Banks these days are either gouging with hidden fees or requiring huge minimum balances. Since many of our clients have complex banking needs, I often refer them to Charles Schwab Bank.
Last week I received an unsettling email; a college friend of mine was lamenting about how he fell victim to a cyberattack…his family’s business email account had just been hacked. The perpetrator, after gaining access to sensitive company information, sent numerous …
A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified financial advisor. They encourage everyone to seek advice from a …
One of the websites which is frequented by many of our clients and is thus on my radar is Yahoo! Finance. I admit that I regularly find myself worried that people may be derailed from their long-term investment strategy by …
We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of the new Android platform Blackphone, I thought it would be …
Can an App Really Help you Beat the Market?