401(k) ACTION STEPS TO TAKE NOW IN ORDER TO TAKE CHARGE OF YOUR FINANCIAL LIFE Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs. Generally, you have four basic options with any 401(k): You can leave […] READ MORE
8 Timeless Principles of Investing FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE
5 Brexit Takeaways for U.S. Investors Great Britain shocked the world by voting to exit the European Union (EU) on June 23rd. This ‘Brexit’ is unprecedented, and the anxiety around what happens next is stoking volatility in global financial markets. Here are five guidelines to help U.S. investors chart a course through the uncertainty: […] READ MORE
Make Your Tax Refund Work for You How will you spend your tax refund? Every year we scramble to get our taxes filed with the IRS, no one wants to pay penalties or give Uncle Sam cause to audit our taxes. After the 15th of April most either have received or happily begin thinking […] READ MORE
It’s easy enough to buy low and sell high when the stock market moves up and down. But how do you profit as an investor when the market is sideways? A market with no definable direction is known as a horizontal, flat or sideways market. This defines a period in which prices waver within a narrow […] READ MORE
Defining your Goals Are you thinking about re-evaluating your financial habits for the New Year? You’re not alone. New Year’s resolutions after all are a fancy, delicate way of saying you need to start making changes in your life. The changes can vary from eating habits to spending habits, but they all have one […] READ MORE