Do You Possess These Successful Investment Traits?

Last Saturday morning, I read an article in The Business Insider about what creates lasting personal relationships. It spoke of psychologist John Gottman, who set up "The Love Lab" in 1986, with...

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Do You Have ETFs Working For You?

I often joke with folks about all of the abbreviations in the financial industry. IRA, RIA, FIA, VA, IUL, PFS, CFP; it’s crazy. Sometimes it sounds like a really disturbing spelling bee. I...

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New IRS Tax Rule Impacting Your Retirement

When it comes to retirement planning, we say all the time that there are very few hard and fast rules for what an investor should do.  Each investor faces a unique situation, with unique...

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