Home  >  Financial Articles and Q&A  >  Articles

Answers and Articles from Top Financial Advisors

0 votes

Tiger

by Randy Brunson Level 17
  According to the World Federation of Exchanges database, there were about 15,000 publicly traded companies worldwide, in 1975.  This count grew to just over 43,000 by 2015.  What’s interesting is the change across ...(more)
Comment   |  9 hours ago from Suwanee, GA
0 votes

Healthcare

by Randy Brunson Level 17
Last week, we spoke briefly of the American Health Care Act, which has been passed by the House.  Following are additional details about the AHCA, as passed by the House.  The legislation would:    Do away with both ...(more)
Comment   |  May 17, 2017 from Suwanee, GA
0 votes

Do I Really Need Life Insurance?

by Peter Carl Hafner Level 12
There are some things in life that I would never go without. Some things are so important that whenever they run low, I make sure they are replaced. Coffee is one. Gasoline in my car is another. Could you imagine ...(more)
Comment   |  May 11, 2017 from Buffalo, NY
0 votes

Planning for Alzheimer's

by Jeffrey Glenn Weeks Level 6
Have you misplaced your eye glasses recently? Or, have you recognized a face at the grocery store but been unable to recall the person's name? Forgetting a name or where we put our keys are typical realities for many ...(more)
Comment   |  May 10, 2017
0 votes

Essential

by Randy Brunson Level 17
  Let's talk about something other than taxation of retirement plan distributions, and what constitutes a fiduciary, since those topics have been the focus of the last few weeks of commentaries. The public ...(more)
Comment   |  May 09, 2017 from Suwanee, GA
0 votes

Hands

by Randy Brunson Level 17
You have probably heard by now that the new DoL fiduciary rule, slated to go into effect on Monday April 10th, has had implementation pushed back to June 9th.  The short version of this rule is that it requires any ...(more)
Comment   |  May 03, 2017 from Suwanee, GA
0 votes

How to Sabotage Your Retirement by Using Multiple Advisors

by Peter Carl Hafner Level 12
I found myself thinking about eggs this morning.  Maybe it's because Easter just passed. Or maybe I was just hungry. Or it could have been because of a recent conversation about not putting all your eggs in one ...(more)
Comment   |  Apr 27, 2017 from Buffalo, NY
0 votes

Where Do Investment Returns Come From?

by Timothy John Baker Level 8
It’s the most sought after information in the investment world: where do returns come from? “Expected return” represents the reward an investor can expect for the level of risk they’re willing to take. In truth, the ...(more)
Comment   |  Apr 26, 2017
0 votes

“Financial Advisor” The Most Misunderstood Title

by Timothy John Baker Level 8
Most professions have a measuring stick to quantify a reputation or skill set. Medical degrees, law degrees and teaching certificates represent recognizable benchmarks for their professions. Our proud service men and ...(more)
Comment   |  Apr 26, 2017
0 votes

MUSCLE

by Randy Brunson Level 17
  From time to time we get questions about the tax implications of taking funds from the different types of IRAs.  Regular IRAs and Roth IRAs have differing distribution rules.  Following is a short summary.    For ...(more)
Comment   |  Apr 25, 2017 from Suwanee, GA
0 votes

STEM careers and finances

by Brent Leavitt, CFP® Level 10
  You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Comment   |  Apr 21, 2017
0 votes

Keys

by Randy Brunson Level 17
  Two things to note first this week, which are taxes and politics.    First, the tax filing deadline for federal income taxes is April 18th.  Typically it would be Monday April 17th, since the 15th falls on ...(more)
Comment   |  Apr 20, 2017 from Suwanee, GA
0 votes

Sailing Your Way to Better Investments

by Peter Carl Hafner Level 12
Every year my wife and I rent a cottage on Keuka Lake. It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view. Last year, while sitting on the porch, I was struck with a ...(more)
Comment   |  Apr 19, 2017 from Buffalo, NY
0 votes

How safe is your IRA? Not from the markets, but from the State!

by Larry R Frank Sr Level 20
  I discussed how inheritances can go amuck and the heirs don’t get the inheritance – the State does. This can happen while you’re still alive too! Did you know that the State can claim your IRA (or any account for ...(more)
Comment   |  Apr 19, 2017 from Roseville, CA
0 votes

Updates

by Michael Joseph Eugenio Level 10
     (more)
Comment   |  Apr 18, 2017
0 votes

How to Spring Clean Your Investment Portfolio

by Peter Carl Hafner Level 12
Print Article I had coffee with a friend yesterday and I couldn’t believe how happy and energized he was. This guy was loving life. Do you know why? He had cleaned his car! I know it sounds crazy but it was true. He ...(more)
Comment   |  Apr 12, 2017 from Buffalo, NY
0 votes

Investment opportunities still persist

by Vernon Coffey Sumnicht Level 12
Written for USA TODAY NETWORK-Wisconsin 7:56 p.m. CT March 11, 2017 By all accounts, President Trump’s first address to Congress on Feb. 28 was well received. Considering the Dow Jones Industrial Average climbed over ...(more)
Comment   |  Apr 11, 2017 from Appleton, WI
0 votes

ETF Hits & Misses For 2016

by Charles H. Self III Level 15
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry for ETF.com. Originally published on January 4, 2017 The ...(more)
Comment   |  Apr 11, 2017 from Appleton, WI
0 votes

Hallmark

by Randy Brunson Level 17
  On April 6, 2016, the Department of Labor (DoL) issued its fiduciary rule, which we consider a major step forward for the world of professional financial advice.  The rule states that brokers can no longer earn ...(more)
Comment   |  Apr 11, 2017 from Suwanee, GA
0 votes

Worse Than A Stock Market Correction?

by William Robert Parrott Level 10
  Investors constantly scan the horizon looking for a stock market correction.  While investors sit on their front porch anticipating a stock market correction they leave their back door wide open.  Stock market ...(more)
Comment   |  Apr 11, 2017
  • posts per page
  • 20