As you begin to think about adding alternative investments to your portfolio, you should begin thinking about what that will entail. There are so many different options in this asset class, and it can be difficult to see through the “clutter” of the myriad options available to you. Some of the legitimate opportunities, including venture capital, real estate, and precious metals are only a fraction of what is available. You may be struggling with organizing the wealth of information and offerings. Read More»
If you’re a woman looking to manage your finances and plan for your future, seeking professional help from a certified financial planner is a great way to ensure success. But few women – about 7% – feel “confident” about their ability to retire comfortably and only 35% work with a professional planner. So, how can you get the right help and improve your own financial picture? Here are 5 tips for any woman. Read More»
As part of managing your retirement accounts, you need to occasionally review your accounts and possibly make changes that could have a drastic impact on your future. One of those is determining whether or not an IRA rollover is the right move for you. If you are considering it, here is what you need to know.
Is an IRA Rollover Right for You?
An IRA rollover involves moving your retirement funds from a 401(k) into an individual retirement account. Read More»
The job of a financial advisor is one the can be very lucrative to those who are successful in the profession. It is a position that comes with a lot of sales work and networking and, like most financial positions, requires a great deal of knowledge and responsibility as you will be managing the investments of various clients.
Generally speaking, there are three licenses that you’ll need to acquire before being able to represent clients and make financial recommendations in relation to retirement planning, college planning, or just general investments. Read More»
Companies merge because there will be an overall benefit to both companies if they join forces. But if you manage employees in a company that’s merging with another, the merger is going to have real effects on those people and the people around them. Employees have come to see mergers as harbingers of layoffs and worsening workplace culture, but these seven actions can help keep the workplace calm, if not make people happier. Read More»
