Blog

Think Twice Before an Auto-Rebalance in Your 401k

07/07/2014

Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for…

Solar Panels: Purchase vs. Lease

06/30/2014

Bill Ramsay

Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on…

When in Doubt, Don’t Give it Out!

06/27/2014

Heather Gudac

Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and…

Top 5 Millionaire Investing Mistakes

06/24/2014

Mike Eklund

Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing…

FSI’s 4th Annual Client Appreciation Night was Biggest Yet!

06/19/2014

Heather Gudac

On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as…

Working Because You Want To, Not Because You Have To

06/16/2014

Bill Ramsay

While it is not a good idea to base your retirement plan on working in your 70’s, many retirees are finding that they enjoy getting back into the workforce. A…

The Truth About 401k Target-Date Funds

06/11/2014

Chad Smith

Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement…

Spending More Time on Things You Enjoy

06/04/2014

Chad Smith

Now that I have two daughters under the age of 3, I don’t get out to the golf course very often. Let’s just say there have not been a plethora…

Tough Topics to Discuss Before Tying the Knot

05/23/2014

Grayson Blazek

Throughout your relationship together, you have learned a lot about each other. You know the things you both enjoy and the things you do n’t, but have you ever taken the…

10 Smart Money Saving Tips!

05/20/2014