Browsing: Investments

Open Enrollment Tips and Tricks

New Year’s Resolutions for Your 401(k)

Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all posted excellent returns in 2017. Even the international markets, which have lagged the last few years, participated in the rally. So… read more

Stock Market High

Let’s get in a time machine and go back to ten years ago today, October 9th, 2007, the day the Dow Jones Industrials Average hit its pre-financial crisis high.  You arrive to a world where there are no iPads, no Tesla electric cars and George Bush is president.  Facebook has only been open to non-college… read more

Can You Afford a Vacation Home?

By Frank Moore, MS, CFP Back in the mid-1990’s I was in my mid-30’s and discovered a great vacation property “up north” in Michigan.  The area offered great amenities and the prices were more affordable than some of the more popular tourist towns.  There were places to rent in the area, too, but I wondered… read more

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more