Articles

Secrets to Retiring Happy

These secrets come from a survey our team conducted on more than 1350 people in 46 states. The purpose was to determine the financial, investment,

5 Financial Apps for 2014

Our team recently did an informal survey of our Facebook Fans on Money Matters to determine some of the top financial websites and mobile apps

Case Study on Investor Psychology

When I read the headline in today’s Wall Street Journal that read “Stocks Regain Broad Appeal: Mom and-Pop Investors are Back, but Some Say That

Facing a Bull Market

Newness is most often an uncomfortable change to embrace. It evokes a certain level of nervousness which is often demonstrated in skeptical behavior.    

3 Excellent ETFs to Explore

Each Sunday on Money Matters, our Chief Investment Strategist Wes Moss shares an ETF of the Week. The ETF of the week is an ETF

REIT Investments: How to Do It

In previous articles, we’ve discussed the impact that REITs can have on investing. Here are three tips that will give you some guidance if you

The Resurgence of Capex Spending

One of the underlying themes for this year is resurgence in capex spending. This would provide markets with a tailwind. This would lead to businesses

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Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.