Nervous about the Stock Market?
Feeling a little nervous about the recent drop in the market? You’re in good company as it’s perfectly normal in this type of environment. In fact, we’d be surprised if…
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Time For A Financial Alignment
No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not…
Balancing Tax & Investment Decisions
Photo Credit: David Remer's Hammer Photography While we emphasize the importance of annual tax planning, it’s also important to not let tax avoidance override your other financial goals. Liz Davidson,…
Pushing the Pedal
On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of…
Health Care Reform Scams
Watch out for scammers trying to take advantage of the current confusion on the new health care law. They are banking on folks not knowing enough of the details in…
Checking Up on Your Budget
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to…
Losing Money in a Top Performing Fund
In this issue of “Under the Hood” we reference an article written by Bob Veres and give some insight into our decision-making process when it comes to evaluating different mutual…
Fiduciary No More
We in the financial planning community believe that something called a “fiduciary standard” is the very best framework for professionals to work with our clients. That’s why we’re so angry…
Investigate Your Target-Date Funds
If you invest in your employer sponsored retirement plan you have probably heard of Target-Date funds. These funds are characterized as investments that change the allocation of stocks, bonds, and…
A Gold Standard?
The gold standard discussion in the mainstream media over the last year or so has been driven by the extreme measures taken by the Federal Reserve to shore up our…
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We break down some of the most important questions we are asked on a regular basis.