by David Haverstick | Sep 7, 2018
This is literally a question we get asked all the time, regardless of the market environment. It is understandable – not all portfolios are created equal regarding entry price and allocation – and people come to us at differing times with new money or cash positions...
by Jeff Iannone | Apr 28, 2016
This rule has been hotly debated over the past several months and although it can impact many individuals, many individual investors don’t seem to care or want to know the details. Frankly, that is understandable as so much in the financial sector is a bit ‘cloudy’...
by Jeff Iannone | Mar 30, 2016
Despite the stock market’s decline this year this is not the time to panic. Instead, take advantage of the markets. Here are a few thoughts that may be beneficial.Convert all or a portion of your traditional IRA to a Roth IRA.IRA’s grow tax deferred, where Roth IRAs...
by Jeff Iannone | Feb 15, 2015
Thank you to my friend Randy Gipson who sent me this article from Forbes, Inc. I am reposting this as I think it provides excellent insight into the real costs of using funds versus utilizing individual stocks and bonds and it illustrates some of the many reasons we...
by Jeff Iannone | Jan 14, 2015
Over the past several weeks the price of a barrel of oil has dropped from approximately $100 per barrel to closer to $50 per barrel. On the surface this seems like a tremendous economic benefit. Gas prices have been cut significantly from $3.50 or so to around $1.90...
by Jeff Iannone | Dec 20, 2014
A retirement nest egg may make you feel like you’ve locked down your financial future, but don’t get too comfortable. Getting hit with a liability lawsuit in your retirement years could turn your life upside down.While your insurance may cover some damages...
