Feb 04, 2014
2013 was viewed as a very positive year by investors. The S&P 500 index (measuring large cap U.S. stocks) was up 32.39% for the year. However, the reality is most other asset categories didn’t come close to keeping up with the pace set by U.S.
Jan 02, 2014
Mr. Berry has a diverse resume with work experience in the financial services industry working as a registered representative and a commercial real estate analyst. Additionally, he has worked in manufacturing as an operations manager.
Aug 19, 2013
The philosophy of these funds is that as one ages, the proportion of stocks in their portfolio should decline, while their exposure to less volatile fixed-income positions increases. However, the timing of the retiree's expenses should be considered.
Jun 18, 2013
Financial Advisor Steps Into a League of His Own with Masters Degree
May 21, 2013
General investor sentiment suggests that most investors view the market of the new millennium as more volatile and fragile than it’s been in the past.
Apr 26, 2013
Within three minutes on April 23, the Dow Jones Industrial Average lost nearly 150 points, and approximately $136 billion of market value was wiped out. The recovery was just as fast, and many Americans weren't aware of the events. So what happened?
Dec 19, 2012
While good advice from a qualified financial planner can mean the difference between a successful retirement and outliving your money, I wouldn’t trust most financial advisors with my own money, and I don’t think you should either.
Dec 18, 2012
HSBC recently published an article titled “The Future of Retirement, The Power of Planning” which compares the circumstances of investors who work with a financial planner to those who invest on their own. Was having a financial advisor worth it?
Dec 05, 2012
Do higher taxes equate to negative stock market returns? Does any one economic variable accurately predict stock market performance?
Dec 04, 2012
The media is currently buzzing about how you should delay taking Social Security until age 70 in order to maximize your monthly benefit. Let’s examine a fairly typical retiree and determine if it pays to postpone receiving Social Security checks.