Tag Archives | Diversification

It's never a bad time to look at your retirement plan

10 Simple Simple Steps to Pre-Retirement Planning (for any age)

Spelling lists, multiplication tables, practicing your cursive (do kids today even use cursive writing)? Remember leaving school for the day and thinking “I can’t believe I have homework, homework is the worst!” All I wanted to do was go play kick the can with the neighborhood kids.  Not practice geometry. Pre-retirement planning is adult homework. […]

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Do your financial advisor add value

7 Strategies that Can Add Value to Your Investments

Vanguard recently published a paper suggesting a good financial advisor can add up to 3.0% of additional rates of return, net per year, to a client’s account.  That’s 3.0% more than what someone might do on their own. This is Vanguard….  The company that built its empire on low cost mutual fund investing, suggesting that […]

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