Articles

Correction Call

Recently, we had an Investment Committee meeting and we were discussing the markets and a possible correction. After looking over NDR charts and some Bloomberg

Choosing to Retire Happy

Times have changed. The pensions we once knew don’t exist as they once did. Even for pensions that do still exist if you took on

The ABCs of High Frequency Trading

High frequency trading, otherwise known as HFT, has become a huge buzzword since Michael Lewis’ 60 Minutes interview on March 30. In the interview, Lewis

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

Ready to talk with an advisor?