How to Determine What a Good Investment Return Really Is First, lets get clear on what your return is. You calculate this by comparing...

Bob Veres strikes an unusual pose at financial planning conferences, his beard and pony-tail being more avant-garde than typical...

7 Mistakes to Help Clients Avoid When Planning for Retirement | Financial Planning.

When Deborah Rhodes Van Buskirk left her teaching career to join her father, Bruce, at The Rhodes Group of Raymond James & Associates in...

Few things are more frustrating than encountering advisors who consistently provide sound counsel to their clients — but forget to...

A 401(K) plan is a great investment option for those who have one available.  However, you need to make sure that you are getting the...

This article by Rick Kahler does a great job explaining how life typically get’s better as you get older.  I personally have found this...

Writer Emily Guy Birken and advisor Rick Kahler consider 4 pieces of investment advice a financial advisor should never give In the world...

More than a fourth of Americans think the best long-term investment is money in the bank. This is the rather discouraging result of a...

Edgecraft instead of brainstorming One of the challenges of brainstorming a new idea is that there’s too much freedom. With too many...

Point of View With Phil Green and Michael Fredericks Overview Inflation is a fact of life for investors, and one that should be planned...

September is here and it’s time to get excited about football, getting back into the school-year routine with your kids and, of course,...

Please forward to anyone you think might be interested in reading this.  It’s a good list. Steve ========================================...

Saving for retirement is hard enough, but some common, everyday investment advice can get new investors off to a bad start, or worse,...

It’s not a topic couples generally want to think about, let alone talk about, but the fact is: Barring an unusual accident, one spouse...

“All I want is for you to tell me when the market will go up and when the market will go down. A client made this request early in my...

Why do merchants sometimes ask us for our ZIP code when we buy something? I recently visited the Mob Museum in Las Vegas, an interesting...

This is a great article about how much to save.  Let me know your thoughts. Steve ============================================...

You’re Fat and In Debt for the Same Reason by Rick Kahler Over the years I’ve noticed a common trait among people with money problems:...

Have you lost track of your life in the pursuit or money and “stuff”? Do you spend more time paying bills than enjoying life? If so, you...