Oct 11, 2016 | Fred Costantino, JR, Investment Management
We are now on fourth and most important principle in setting ourselves up for long-term investing success: controlling investor behavior. Controlling investor behavior is the most important of the principles because it is the one that can cancel out the positive...
Oct 5, 2016 | DOL Fiduciary Rule, Travis Maus
The concept that a financial advisor needs to be an expert in people management and financial planning and no in investments is gaining momentum within the financial services industry. Advisors are being encouraged to outsource their investment management services...
Oct 4, 2016 | Retirement Plan, Ryan Berkeley
As another alternative to the 401(k) plan, a Simplified Employee Pension plan (or SEP for short) can be a very powerful, user-friendly option. This employer-sponsored plan is easy to open and administer and also limits administrative fees and expenses. With these...
Oct 3, 2016 | Amy Michaels, College Planning
Private schools are notoriously more expensive than public schools. However, private schools also tend to offer more financial assistance. When comparing sticker prices, public college is likely going to come out on top, so it is important to factor the net price...
