Articles from January, 2015


Easy Math: 1.00% > 0.05% Interest on Cash

January 29th, 2015

As of today, 01/29/15, interest rates paid for online savings accounts are in the 1.00% range and very close to the rates 12 month CDs … Read More


Share Class Conversions for Lower Investment Costs

January 22nd, 2015

Part of our job as financial advisors is to seek out the best investment service relative to fees for our clients. One of the many … Read More


When do I need to submit college financial aid forms?

January 13th, 2015

It depends on the form you’re filling out and whether your child is a new college student or a returning student. College deadlines for the … Read More


No Matter What Your Age, Your Social Security Statement Matters

January 13th, 2015

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social … Read More


All About IPOs

January 13th, 2015

Maybe you’ve heard someone talking about investing in “a hot new IPO” and wondered what all the fuss was about. Or maybe you’ve heard about … Read More