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 benefits of moving your accounts to TD Ameritrade is access to lower cost mutual fund…Read More
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 a company “going public” and thought about whether you should invest in it. If you’re…Read More
Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason is that you’ll be depleting IRA assets that might otherwise be available to grow…Read More
Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making your meeting as productive as possible. Decide what you want to know One of the…Read More
An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all property is created equal–at least as far as federal income tax is concerned. When…Read More
It seems that whenever the daily price change of the stock market exceeds plus or minus 1%, the news headlines provide us with an indication that we should panic or rejoice. As you can see in the chart of daily…Read More
It is important to keep in mind what insurance companies are actually investing in when considering the features of annuities and cash value life insurance contracts. According to a paper published by the Federal Reserve Bank of Chicago in April…Read More
In a word, yes. You may be great at deleting e-mails from Nigerian princes to avoid online phishing, but fraudsters keep coming up with new schemes for prying information or money from potential victims. And while scams sometimes involve hot…Read More
You’ve marched along to Pomp and Circumstance and collected your diploma–now you’re ready to finally head out on your own. Maybe you have student loans that you need to start paying back. Perhaps you’re looking forward to making your first car purchase…Read More
The following is an excerpt from an article recently written by Jim Parker of Dimensional Fund Advisors. He examines the human instinct to link recent global news events to stock market performance. Understanding how our brains are wired can make…Read More
