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Sep 24, 20154 min read
Why Is Budgeting So Hard?
This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t...


May 1, 20156 min read
How to Protect Yourself from Financial Scams
You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...


Apr 10, 20156 min read
HOW TO GET THE MOST OUT OF YOUR 401k RETIREMENT PLAN
It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...


Oct 3, 20144 min read
Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Jun 25, 20147 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
Jun 10, 20146 min read
Stock Market Review: June 2014
Market Review: June 2014 Written by: Steve Osterink, Jr. By the end of May, the US stock market hit another record high. Now that winter...
May 27, 20148 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...
May 14, 20144 min read
Watch out for “FREE Prize Inside” Financial Advisor Marketing!
Have you ever been promised something for free only to find out that there were strings attached–or worse, that it was a complete...
May 10, 20146 min read
Stock Market Review May 2014
Stock Market Review: May 2014 Mixed Signals Investors hoped that April would see the US economy pick itself up coming into the spring...

Jan 30, 20142 min read
The Wisdom of Warren Buffett
“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....

Jan 27, 20142 min read
WHY do you invest?
“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.” — Simon Sinek Do you ever stop to...
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