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The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

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5 Factors to Consider Before Investing in an ETF

News

5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment products mirror the overall market, providing very little differentiation.

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Debbie was quoted in The Wall Street Journal: Pimco Pulls Out of Stock Strategies

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Debbie was quoted in The Wall Street Journal: Pimco Pulls Out of Stock Strategies

Pacific Investment Management Co. said it would exit from two of its equity strategies and say goodbye to its chief investment officer of global equities, the latest setback for the bond behemoth’s long-running effort to expand in the world of stock-fund investing.

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Understanding 529 Plans

Infographics

Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans.

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Understanding 529 Plans

Blog

Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans. Click here to open fullscreen

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Resources

The (True) Cost of Investing: Why Fee Transparency is Critical to Determining Underlying Investment Value

While investment fees and expenses are required to be disclosed through investment prospectuses, layers of complexity, financial jargon and “hidden” fees can make it difficult for investors to understand the true underlying investment costs and the impact expenses have on their investment returns.

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Is Your Financial Advisor a Fiduciary?

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Is Your Financial Advisor a Fiduciary?

President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your advisor may not have your best interests in mind.

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Sushi and the Art of Stockpicking

Blog

Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Netflix queue for years.

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The Mutual Fund Fees We Don’t Talk About

News

The Mutual Fund Fees We Don’t Talk About

Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees can more than triple this explicit expense.

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Is Your Advisor A Fiduciary?

Videos

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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