Month: June 2016

Small Changes, Big Impact

How Giving Your Retirement Account a Raise for Just a Couple of Years May Mean You Retire Successfully and Enjoy Life More As of this writing in the late spring and early summer, we are all probably quite familiar with the concept of a treadmill. It is that...

‘(3)16 Services’ What’s an Advisor To Do?

Within the retirement services industry, we are all comfortable with the complexity of the requirements and services made available to clients.  However, we often forget (or ignore) that to our clients, what we consider to be fairly basic can be quite confusing.  This is understandable, since while this...

Smart Investors…Dumb Mistakes

Forbes recently included me in an article entitled “Here’s Why Smart Investors Make Dumb Mistakes.” The article discusses the habits investors allow to affect their judgment. Because we feel the pain of a loss more significantly than the joy of a gain, as evidenced in research completed by...