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Articles


Fiduciary:  Why is this so important? Thumbnail

Fiduciary: Why is this so important?

In the financial industry there are and always have been good and bad actors. Some bad actors make the front page of the paper while others are either not discovered or their level of fraud does not rise to that level.

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What do all those terms mean? Thumbnail

What do all those terms mean?

If you are part of a work place retirement program, chances are you have fund choices in your portfolio. Once a year you are given the option to pick the funds that you want to invest, but seldom does anyone explain what those options mean.

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IRA vs. Roth IRA - what's the difference? Thumbnail

IRA vs. Roth IRA - what's the difference?

A traditional IRA and a Roth IRA have many similarities with the biggest difference being how they are taxed. Both a traditional and Roth IRA are retirement savings accounts that allow an annual contribution, up to federal limits, that grows and can be withdrawn once you reach 59.5 years of age.

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