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What You Need to Know About Applying for Social Security

As you work your way through your prime earning years, the question of retirement eventually pops up, leaving you to think about a number of things.

On Retirement Planning and Systematic Investing

Two important topics that you should know about are retirement planning and systematic investing. These two topics are connected to each other as well as all of us,

Picking Mutual Funds

A financial adviser is only as good as his or her ability to explain different concepts to their clients. Many people don’t know how to actually go about making financial decisions,

What Are Exchange-Traded Funds? Are They Right For Me?

Exchange-traded funds are collections of securities that trade like stocks. They are different from normal stocks in that instead of you owning one company,

How to Pick the Right Life Insurance

Choosing the right life insurance policy is one of the hardest, but most important financial decisions you’ll ever make in your life.

Estate Planning Basics

Every year I like to revisit the topic of basic estate planning, because it really is one of the most important pieces of knowledge that a person can possess.

Choosing Between a Roth 403B and a Traditional 403B

Should you choose a Roth 403B or go the traditional route?

It might be a question you’ve asked yourself without knowing where to begin looking for the answer,

Predicting the Market

If you go all the way back to the time just before the 2008 financial crisis, finding predictions by countless experts about where the market was heading was easy.

Active Managers and Their Advantage with New Bond Issuance

Have you heard about new bonds coming to market? Probably not, but it’s something I feel you should know about.

Is Indexing a Tragedy of Commons?

Have you ever heard the expression ‘The Tragedy of Commons’?

It’s an economic term that means an action benefits the entity committing it,

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