Category Archives: Advisor Insights

Stick With Bonds

We have been receiving many client inquiries concerning our recommended holdings in bonds. Our general answer is don’t panic; bonds are not meant to be the earnings generator in your portfolio. They are meant to provide stability and diversification and … Continue reading

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Smart Strategies for 401(k) Rollovers to IRAs

Here’s how to keep your nest egg intact when you change jobs by EMILY BRANDON*   When you leave a job, there are three ways to preserve your retirement account balance: leave it in the existing 401(k) plan, roll the … Continue reading

Posted in Advisor Insights, Financial Planning, Investing, Retirement, Taxes

Individual Retirement Accounts (IRA) Contributions

Start planning now.  Tax deadline, April 15th, 2013 is just around the corner.  Do not wait. Traditional IRA (Individual Retirement Account), ROTH IRAs and SEP (Simplified Employee Pension) plans do not require that contributions be made by the end of … Continue reading

Posted in Advisor Insights, Financial Planning, Investing, Retirement

10 End-of-Year Planning Suggestions

As we approach the busy holiday season, it’s easy to let attention slip from personal finance. If you find yourself heading toward the end of the year without checking in on your finances, set aside a few minutes to complete … Continue reading

Posted in Advisor Insights

Mutual Funds vs Stocks; Which is Better for You?

With all the financial and money programs on TV talking about stocks, how do you know which ones to have in your portfolio?  There are two main options to think about when making these choices; purchasing individual stocks or purchasing … Continue reading

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Should I Keep My Old 401(k) or Roll it over to an IRA?

Whenever you leave a job, you often have to decide what do do with your 401k.  In many cases, you may have several 401(k) or 403(b) accounts that you have accumulated over the years.  Should you roll them over to … Continue reading

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Should I Pay Off My Mortgage?

Most of us that live in our home have a mortgage. The decision as to whether to use available funds for investing or paying down your mortgage is a question that is often asked. That is not a simple question.  … Continue reading

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