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Volatility or big moves in the stock and bond market have been occurring regularly over the past few months. We don’t seem to mind the...

Instead of sending out an article this month we are sending out to our 401(k) participants the QDIA notice, Fee Notice, Summary Annual...

For the past several years, part of our forecast has been a view that interest rates would begin to move higher. It is only fair to...

One of the things that occupied my time while I was growing up was the sport of Baseball. Like so many of my friends I was certain to be...

One of the things that occupied my time while I was growing up was the sport of Baseball. Like so many of my friends I was certain to be...

When it comes to retirement, the main goal is to be able to retire when you want to. How you live becomes the next question. I think that...

For quite some time we have deliberated whether to augment our investments in diversified Exchange Traded Funds (ETF’s). The idea of...

2018 has been a wild ride for stock investors. We started the year by shooting up 7% in January, only to be followed by a decline in...

Recently I had the opportunity to visit Alaska – a first for me. During our visit, we were able to get very close to a few glaciers. ...

Retirement plans (401(k), 403b, Simple IRA, etc. are synonymous with retirement planning. Often when people are asked do you have a plan...