Blog
Video: 3 questions you should be asking your financial advisor right now
BY Pam Krueger
March 26, 2020 - The last couple weeks have been challenging for all of us, and COVID-19 is disrupting our finances. The stock market is in bear territory, making it…
US News & World Report: When to Hire an Advisor
BY Pam Krueger
October 29, 2019 - It’s good to see US News is offering some sage advice about when to shop for a financial advisor. Whether you already have a relationship with a…
Don’t Postpone the ‘Money Talk’ With Your Children
BY Pam Krueger
September 23, 2019 - It’s 2019 and parents still feel it’s taboo to discuss their personal finances with their own adult children. But parents may want to learn to get…
What The New 'Best Interest' Rule To Protect Investors Will Do
BY Pam Krueger
June 10, 2019 - Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. Read the full article on Forbes.com…
What The Passing of John Bogle Means to Everyday Investors
BY Pam Krueger
January 20, 2019 - I was saddened to hear the news of John C. Bogle’s death on January 16 at 89. He meant so much to so many ordinary, everyday investors of every…
Your paycheck is bigger than you think; don’t leave money on the table
BY Pam Krueger
August 17, 2018 - Before you accepted your current position at your company, chances are you sat across a table and negotiated your salary along with a healthcare…