by admin | Jul 12, 2018 | Archives
By Ted Schwartz It is halfway through 2018 and nobody has investment returns to smile about. Last year we had the calmest and most rewarding of markets. Everything seemed to do well and there was never a need to be worried. After a good January this year, everything...
by admin | Mar 16, 2016 | Archives
In our most recent series written by Jamie Cornehlsen, CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part eight of our series discusses why the investment weeding process...
by admin | Jan 20, 2016 | Investing Fundamentals
One of the most frequent behaviors in 401-K plans is for participants to move their money to the fund choices that did best in the past year. It is a good use of common sense — to think that the fund that did better has a smarter manager and is a better place...
by admin | Dec 18, 2015 | Changing Times
Are we facing a retirement crisis? Absolutely! This was the conclusion of the PBS Frontline segment on preparing for retirement, titled The Retirement Gamble. In today’s world, most working individuals have busy lives and are not spending enough time focusing on...
