2nd Quarter (Age 20-40)

How to choose a financial advisor

Apr 6th, 2011 | By | Category: 2nd Quarter (Age 20-40)

(ARA) – You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it’s possible that keeping close tabs on your investment accounts isn’t exactly realistic. Seeking the help of financial professionals has become more important to investors according to [...]



How to Lose Money in a Top-Performing Fund

Jan 6th, 2010 | By | Category: 2nd Quarter (Age 20-40)

by Bob Veres An article in the December 31 issue of the Wall Street Journal makes a point that many of us in the financial planning world have long suspected.  It says that the CGM Focus fund was the top performing mutual fund, by far, over the past ten years, generating an annualized return of [...]



Dollar Cost Averaging – Good, Bad or Indifferent?

Jun 24th, 2009 | By | Category: 2nd Quarter (Age 20-40)

A common theme among new investors is “Dollar Cost Averaging”. Is this a good idea? Well, if it is the only way for you to get invested, than I t hink I would say, “Yes.” But what if you have a sum of money, say $10,000, that is available for investment and your goal for [...]



Why Life Insurance?

Jun 12th, 2009 | By | Category: 2nd Quarter (Age 20-40)

Life insurance, yuk! Who wants to talk about life insurance? Generally, nobody but a life insurance agent. However, life insurance exists for a good reason or two. And, the first question you need to answer when contemplating life insurance is, “Why do I need to buy life insurance?” There is one underlying reason for anyone [...]