Investing

Women and Retirement

by Craig Moser on November 8, 2019

Women have made significant strides over the years.  However, as a group, they continue to face a risky retirement.  Here are some tips on how women can prepare for retirement. Only 12% of women are “very confident” in their ability […]

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Don’t Fly Blind

by Craig Moser on October 11, 2019

There’s a saying that “Failing to plan is planning to fail.” When certain life-changing events happen, it’s so important that we create a plan, or adjust your existing one. This is the single best way to ensure you keep moving […]

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Build Your Diversified Income Plan

by Craig Moser on September 13, 2019

Having a strategy to generate income you can’t outlive can give you peace of mind.  To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan. Funding […]

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The Benefits of a Direct Transfer

by Craig Moser on April 26, 2019

There may come a time when you decide to rollover an IRA.  When you’re in this situation, you need to understand the benefits of a direct transfer (direct rollover) versus a 60-day rollover (indirect rollover).  Because this directly impacts your […]

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Basics of Bonds

by Craig Moser on January 25, 2019

Many people begin investing with stocks.  While you probably understand you should diversify, bonds can be confusing.  In case you’re interested in bonds, but don’t know where to start, here are the basics of bonds and bond funds. Bonds may […]

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Standard Deviation

by Craig Moser on December 14, 2018

Measuring gains and/or losses on investments begins when you purchase the investment. Also known as the reference point, the impact going forward shows investment returns aren’t in a straight line. So how do we measure, and what should we expect?  […]

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The Initial Public Offering (IPO)

by Craig Moser on November 2, 2018

You have probably heard the term initial public offering, or IPO.  You probably know it’s a process that allows private companies to become public and sell shares in their firm.  But beyond that basic overview, do you understand IPOs?   Do […]

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A Second Look at CDs

by Craig Moser on September 7, 2018

If you have some cash to invest, you may be trying to figure out where to put it. In recent years, choices have primarily been low-risk investments with near 0% interest rates, or higher risk investments hoping for a higher […]

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The Significance of an Inverted Yield Curve

by Craig Moser on August 10, 2018

An inverted yield curve occurs when short-term bonds yield less than long-term bonds.  It’s unusual because that’s exactly opposite of what normally occurs in the bond market.  It’s significant because it predicts a recession.  Being able to identify an inverted […]

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Potholes in Your Road to Retirement

by Craig Moser on May 4, 2018

Hopefully you know about the potholes in your road to retirement.  As a Certified Financial Planner, I’ve help get hundreds of people on the road to retirement.  I consistently see overlooked potholes that significantly impact your ability to achieve a […]

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Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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