Investments Article

Can You Really DIY Your Retirement?

There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work? DIY retirement planning requires advanced knowledge and understanding in these areas: investments, tax planning, insurance, and estate planning.

Investments Article

Happy 10 Year Anniversary to the End of the Great Recession

I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.

Investments Article

GDP, Interest Rates, and Economic Contraction

Many people might think that spring is here in the markets. Well, I'm going to give you a reality check today on everything that's been going on in the markets.




Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Savvy IRA Planning for Boomers

Dean Barber goes in-depth reviewing IRA Planning.