It Really is All About Dividends

All was not lost in 2018, if you had the proper plan. 2018 was brutal. 10% up and 10% down in the spring followed by an upward trending summer and early fall. Then Bam! The third quarter set near term records, and not in the right direction, culminating in a 15% drop...

Article On NEW IRA Advisor Rules

To read more on the new fiduciary standard The entire article can be read at The U S News & World Report, The Smarter Investor Blog and was also published  on Yahoo! News 401 Advisor, LLC has been operating under a Fiduciary standard since the...

New Article on 529 Plans

I just had a new article on the draw backs of 529 Plans published at Crains Wealth website: http://www.crainswealth.com/article/20150603/WEALTH/150609965/money-milestones-downsides-of-a-529-college-savings-plan While 529 Plans do offer some tax advantages, they...