All Articles

Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much of a good thing. Over time, the performance....

Planning for Retirement?

We know that planning for retirement can be a big task. That’s why we created this simple but handy guide. We are certain you will find it to be of tremendous value. In this easy to read guide you will learn: How to accurately project the....

Have Changes in Your Life Impacted Your Financial Goals?

Your situation and lifestyle is constantly changing. Are you certain that your financial plan is adapting to these changes? Featured....

A Fiduciary Rule for Brokers: Serve the Clients, Don’t Service Them

The Department of Labor has issued a rule and related exemptions that would require retirement advisors to abide by a “fiduciary” standard—putting their clients’ best interest before their own profits. At Dash Investments....

Fiduciary Duty Rule Spotlights Hidden Mutual Fund Fees

From our previous emails, you’re already aware that mutual funds have certain fees and expenses associated with them. A recent Wall Street Journal article summarizes an often overlooked mutual fund charge, the 12-b1 fee, that cost investors....

Don’t Buy an Annuity… Until You Read This

Annuities can be complicated This article in Forbes magazine will help you get the information you need to know about the pros and cons of annuities. We can help guide you through the income planning process and show you ways to conservatively....

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2013 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of....

Planning for Retirement?

We know that planning for retirement can be a big task. That’s why we created this simple but handy guide. We are certain you will find it to be of tremendous value. In this easy to read guide you will learn: How to accurately project the....

A Primer on Dividends

What are dividends and how can they be used to generate income from your portfolio? When interest rates reach historic lows, some investors in search of income-generating investments turn to dividend-yielding stocks. Dividends are taxable payments....

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here....

What’s So Great About a Rollover?

Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan. Some....