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Post Category: Investment Management

How Employers Penalize Ambitious 401k & 403b Savers

How Employers Penalize Ambitious 401k & 403b Savers

Normally, companies reward ambitious and productive employees. After all, these employees make their employers lots of money. In this case, though, it's the reverse. Many "on the ball" retirement plan savers are being penalized by unknowingly missing out on thousands...

Pulling Back The Curtain On Target Date Retirement Funds

Pulling Back The Curtain On Target Date Retirement Funds

Chances are you've heard of Target Date Retirement Funds (TDRF) by now They have blown up in popularity and size over the last several years. According to Morningstar research, TDRF funds: Have more than $650 Billion in assets as of March 2014 with strong growth...

The True Cost Of The “No-Fee” 401k Rollover

The True Cost Of The “No-Fee” 401k Rollover

You see the signs all over the place... "We Accept 401k Rollovers". Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they wouldn't advertise it. On the surface, it would appear this...

How Traditional Financial Services Take Advantage Of Doctors

How Traditional Financial Services Take Advantage Of Doctors

Many people in financial services are not looking out for your best interests. I wanted to share a real story from a client we work with to help show you what’s happening. This type of stuff is not the exception - unfortunately, it’s the norm. The Situation Our client...

10 Financial Planning Resolutions For The New Year

10 Financial Planning Resolutions For The New Year

January is a great time to plan ahead for the year. How are you going to make 2016 your best year ever? Here are a few personal finance ideas to help you start thinking of goals for 2016: 1) Get a Will A will is absolutely essential for people with children because it...

3 Behavioral Hints for Financial Success

3 Behavioral Hints for Financial Success

This is a guest post from Michael S. Potapov, CFA. Michael has worked at E.S. Barr & Company since May 2006 and is responsible for researching individual holdings as well as assisting in portfolio management. Before joining E. S. Barr & Co., Michael worked as...

6 Simple Rules: Investing For The Beginner

6 Simple Rules: Investing For The Beginner

Investing is counterintuitive. Successful investing doesn't correlate with intelligence. Great investing is boring and not at all newsworthy. Bad advice is more common than good advice. The good advice is often overly complex. This is your shortcut to the simple, yet...

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