5 ways investors can beat the retirement bandits

Millions of Americans have worked hard for a lifetime, paid their mortgages, in some cases put their kids through college, donated to charity, and somehow tucked away enough money to … Read more

Posted on March 16, 2012 by

Free Your Portfolio By Freeing Your Mind

“Free your mind” These words from the cult classic, The Matrix, were spoken by Morpheus in an attempt to guide the newly delivered Neo away from the deception of the … Read more

Posted on January 13, 2012 by

Stop Paying Wall Street to Take Your Money

“Odds are you don’t know what the odds are.” —Gary Belsky and Thomas Gilovich, “Why Smart People Make Big Money Mistakes” Rule number one for spending your hard-earned dollars—pay for … Read more

Posted on November 18, 2011 by

Who’s Occupying Your Portfolio?

The Occupy Wall Street movement has become a topic of national discussion. Camped out in lower Manhattan for over a month, the protestors have spawned copycat events across the nation … Read more

Posted on October 20, 2011 by

Why Your Retirement Account Underperforms Most Pensions

There’s a retirement crisis brewing in America. We all know it is coming, but it is unclear what to do about it. In 2008, employees were complaining, “My 401(k) is … Read more

Posted on October 13, 2011 by

What Makes You Trust Anyone’s Investment Advice?

It is well documented in surveys and studies by financial institutions that when we seek investment help, we make choices based upon one major criterion: trust. It all boils down … Read more

Posted on September 30, 2011 by

Are You the Dumb Money?

In the hit comedy, Dumb and Dumber, Jim Carrey and Jeff Daniels play two guys that are so utterly moronic, that their inanity actually becomes their best asset. Without knowing … Read more

Posted on September 22, 2011 by

Are You Gambling or Investing?

Are you saving money to travel, buy things you want, help the charities and people you love, send kids to college, stop working, or just plain relax? If so, consult … Read more

Posted on September 1, 2011 by

Remember the Law of Compound Returns

When the markets get turbulent as they are today, investors get emotional. We want to react. Today is a fear day, but last month there were greed days. On fear … Read more

Posted on August 19, 2011 by

Phyllis Borzi Wants to Save Your IRA

Just when you think that our government is full of incompetent career politicians who can’t get anything right, a real hero rides in. You’ve probably never heard of Phyllis Borzi. … Read more

Posted on August 4, 2011 by