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Questions to Ask About Your 401(k)

Friday, January 6, 2017 | Leave a comment

An employer-sponsored 401(k) savings plan is a great vehicle for accumulating wealth on a tax-deferred basis.  Because all 401(k) plans are not created equal, you may need to improve the plan so it better meets your needs.  All you haveContinue Reading...

Estimated reading time: 7 minute(s)

Mailbox Money

Friday, December 30, 2016 | Leave a comment

As we move through time, we seldom think about what life will be like when we retire.  You work for 25- 35 years and get paid regularly for your efforts.  Then one day you stop working and the paychecks stopContinue Reading...

Estimated reading time: 8 minute(s)

How Do We Build An Income Plan?

Thursday, December 22, 2016 | Leave a comment

You may have had an investment plan for years.  You follow a strategy you’ve become comfortable with, and put as much as you can into your investment plan.  Accumulation is the name of the game at this point.  Then oneContinue Reading...

Estimated reading time: 7 minute(s)

Understanding Investment Outcomes

Friday, December 9, 2016 | Leave a comment

What do you want out of your investment portfolio? I’m fairly certain you want 100% of the upside and none of the downside. I will continue looking for that perfect balance, and keep you posted on how it turns out.Continue Reading...

Estimated reading time: 13 minute(s)

Tweaking 401(k) Options

Monday, November 28, 2016 | Leave a comment

As we look at 401(k) investment options, they may appear very “vanilla” in what they offer. I laugh out loud when some “investment guru” says cost is the only thing important. They’re basically implying that you should buy a low-cost,Continue Reading...

Estimated reading time: 12 minute(s)

2015 Was a Bad Economic Year

Monday, November 14, 2016 | Leave a comment

Craig Moser, CFP, CRPC  As we enter another new calendar year, and my 27th year as a Portfolio Manager, the markets couldn’t be more complicated. Concerns about global growth, Fed policy, the U.S. manufacturing sector, earnings, inflation, and the decliningContinue Reading...

Estimated reading time: 15 minute(s)