Articles

I would like to encourage those of you who like participating in this weekend shopping spree to do the small task of paying yourself first.

This is called “regulatory capture” and is quite common in government regulatory agencies such as the SEC.

Any movement out of the stock market can cause you to miss future market appreciation.

This year was a good year for Roth loving folks like us.

We believe that lessons like these are a part of the fiduciary standard.

A little bit of work upfront can save a great deal of nuisance later.

This 2007 post offers us a bit of timeless advice. Funding a Health Savings Account can be as much about your present medical bills as it is about your end of life care.

A few often overlooked facts reveals large annual savings on your health insurance premiums in acquiring a family HSA.

Our first goal is to be accurate. We want to do the task the right way. This is where workflows help.

Ameriprise was fined $4.5 million for failing to appropriately supervise representatives who were stealing client funds.

Are you consenting to harmful conduct by your financial advisor?

Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.

Although these questions may help some people discern which professional to sign up with, I like our ten questions better as they cut to the heart of the matter. That being said, the more you know about an advisor the better.

That the program failed is not a surprise. That the government decided to close a failed program, however, is.

“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”