Which type of investment advisor is best for you: a small, independent financial advisor or the private client group of a large national firm? A recent New York
Capital gains taxes became higher – and more complicated – this year. The top capital gains rate is now 20% (used to be 15%) and other changes can push actual
If you're thinking about purchasing Long-term Care Insurance (LTCi), now is a good time to act. The leading seller of LTCi, Genworth Financial, has announced
Demand for gold has been declining worldwide, but prices haven’t. What does this mean for someone investing in gold?
Gold demand declined 11 percent
The “fiscal cliff” could impact taxes on your investments in a major way.
The fiscal cliff is the combination of tax increases (result of expiration of
J.P. Morgan’s June, 2012 Guide to the Markets report detailed the affect on stock market returns of political control of the White House, Senate and House of
Your IRA is not an investment. Your mutual funds are not investments. Neither are your 401(k)s or ETFs.
Now before you start feeling like I just pulled
If your homeowners insurance is based upon the resale value of your house, you may be underinsured. There are situations where the cost to rebuild may
The May 2012 edition of the Morningstar EFTInvestor newsletter (written by Paul Justice, CFA, Director of North American ETF Research for Morningstar) contained
The Morningstar Investment Advisor Conference and the Morningstar Investment Conference finished Friday. Presenters included Morningstar analysts and top
Continuing educations is an important part of my practice. Financial planning and investing change constantly and I want to stay on top of the latest trends. My