Financial Advisor Insights

Does Conventional Investing Even Work?

by Darrow on July 18, 2017 in Infographics, Investing

The conventional (or active) approach to investing is based on the belief that skilled stock-pickers and forecasters can beat the market and pick "winners" with such frequency that the returns […]

Continue Reading

What Should You Do with Excess Cash?

by Darrow on July 11, 2017 in Financial Planning, Infographics, Investing
How much money should you keep in cash and what should you do with excess cash? If you have extra savings in the bank, you may be wondering whether you should invest the money or pay down debt. […]
Continue Reading

How Often Should You Rebalance Your 401(k)?

Like any investment account, rebalancing your 401(k) or 403(b) retirement plan is an important part of a successful strategy. Without periodic rebalancing, your asset allocation (the percentage of […]

Continue Reading

Should I Put My House in a Living Trust?

by Darrow on June 21, 2017 in Estate planning

Why put your home in a trust? There is one main reason: to avoid the probate process. There can sometimes be confusion that a living trust offers asset protection from creditors, or may remove the […]

Continue Reading

Self-Employed? Save for Retirement with a Solo 401(k)

by Darrow on June 07, 2017 in Retirement Planning, Business owners

The Individual (or Solo) 401(k) plan is very similar to a Traditional 401(k) plan, only designed for business owners with no employees. Compared to the other types of retirement plans typically used […]

Continue Reading

What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an […]

Continue Reading

How Self-Employed Business Owners Can Save for Retirement with a SEP IRA

by Darrow on May 09, 2017 in Retirement Planning, Business owners

The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by small business owners (sole proprietors, partnerships, C and S corporations), and the […]

Continue Reading

What Should You Do with a Windfall?

Wondering what to do with a windfall? Perhaps you have received an inheritance or experienced a liquidity event from company stock. Now you need to know how to use the proceeds to maximize the […]

Continue Reading

Does an Inheritance Go Through Probate?

by Darrow on April 25, 2017 in Estate planning, Inheritance

What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the type of asset - not whether the decedent had a will. Having […]

Continue Reading

How is an Inheritance Taxed?

by Darrow on April 18, 2017 in Tax & Estate Planning, Inheritance

If you’re receiving an inheritance you may be wondering how it will be taxed. The answer will ultimately depend on a number of factors, such as the type of inheritance you are receiving (real estate, […]

Continue Reading
Investment risk analysis

Get Weekly Articles