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Making Investment Decisions

Are your choices based on evidence or emotion? Provided by Stan Evans, CFP Information vs. instinct.When it comes to investing, many people believe they have a “knack” for choosing good investment…

July 17, 2019

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clock

The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Provided by Stan Evans, CFP  Some of us share a common experience. You’re driving along when a police cruiser pulls up b…

July 2, 2019

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Pension and De-Risking

Pension Plans & De-risking

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? Provided by Stan Evans, CFP A new term has made its way into today’s financial jargon: de-risking.…

May 22, 2019

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IRA

IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. Provided by Stan Evans, CFP An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions …

April 17, 2019

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all seasons

Earnings for All Seasons

What is it and why is it important? Provided by Stan Evans, CFP While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can mov…

April 3, 2019

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emergency fund

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Stan Evans, CFP Have you ever had one of those months? The water heater stops heating, the dishwasher st…

March 20, 2019

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prepared to retire

Is America Prepared to Retire?

A look at some ways to get ready. Provided by Stan Evans, CFP Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spo…

March 6, 2019

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Investing

Strategic vs. Tactical Investing

How do these investment approaches differ?  Provided by Stan Evans, CFP   Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that bo…

February 20, 2019

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