In the wake of the Equifax data breach, many consumers have been scrambling for ways to protect their financial accounts from identity thieves. Here are some security measures and technology features to help protect your investment accounts. Secure Your OnlineREAD MORE
Investing
2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition underREAD MORE
Quarter in Review Global stocks continued last quarter’s rally into 2017. The S&P 500 Index of U.S. large company stocks rose 6.1% for the quarter, while smaller company stocks were up by 2.5%. Developed international stocks outperformed U.S. stocks, risingREAD MORE
When changing jobs or retiring, one important decision you will face is what to do with your employer’s retirement plan (401(k), 403(b), pension, SIMPLE or SEP IRA, etc.). In most cases a 401(k) to IRA rollover makes the most sense,READ MORE
Quarter in Review 2016 proved to be tumultuous on many fronts. It began with a steep double-digit plunge in stock markets and ended with a six-week equity rally. Fears of rising interest rates, news surrounding oil prices and production cuts,READ MORE