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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

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Pension Plans & Derisking

How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

What's Fueling the Drop in Oil Prices?

Changes in the Retirement Benefits Landscape

Keeping Holiday Spending Under Control

Avoid These Mistakes With Your IRA

Funding an IRA may seem like a simple financial task: Pick your provider, send in your money, and choose your investments. Done.

Tax Loss Harvesting

Even though 2014 may end up being a subpar year for stocks, you may realize short-term capital gains. What will you do about them?

Financial Considerations for 2015

2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional.

The Market's Wild Swings

During this past trading week, volatility ruled Wall Street. In fact, stocks either fell or rose 1.5% or more on three consecutive trading days.

How to Widow-Proof Your Portfolio

Plenty of people who pass away or become debilitated leave their spouses with overly complicated financial plans, too little information, and no clear instructions about where to turn for help. Below are some of the key ways to make sure that doesn't happen to your family.

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