Sunday, March 15, 2015
Kickback or Revenue Sharing?
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Kickback: a percentage of income given to a person in a position of power or influence as payment for ha...
Monday, February 9, 2015
Value Added: Examples of Building and Protecting Wealth
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How does a financial planner/advisor make and save you money? Last year, Vanguard released a study showing that financial advisors can add...
Tuesday, January 20, 2015
Recap and 2015 Outlook
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Hello & Happy 2015! I am having a hard time finding a starting point for this recap of 2014 and outlook for 2015. My first thought ...
Tuesday, November 25, 2014
Tax Loss Harvesting - What is it?
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Who likes to pay lower taxes? Most do and one way to accomplish it is through Tax Loss Harvesting . When you use a taxable accoun...
Bonds - What are they?
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Bonds By definition: A debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds...
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