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Brokers and Advisors

 July 27, 2010 When it comes to the selection of a broker or investment advisor for personal investments, many traders became confused. The first thing that a potential investor has to remember is that whoever you ..

Can You Afford to Buy a Home?

 January 15, 2009 Owning a home is one of the biggest dreams for most persons. They envision the time when they can get rid of their landlords, make their own home décor choices, and stop worrying about home ..

Managed Advisory Accounts Vs Traditional Brokerage Accounts

 December 19, 2008 Brokerage accounts have been the normal way of investing in this country for many years. A complicated question that I get asked often is - What is the difference between an Investment Advisor's way ..

Mutual Funds Versus Index Annuities

 December 15, 2008 Mutual funds have long been the standard investment by which to plan for retirement. They are included in almost every retirement plan and most brokers and Investment Advisers have a variety of funds .

Circumstances For a Sep Ira Early Withdrawl Are Limited

 December 14, 2008 Under the rules of the Internal Revenue Service there are some specific circumstances where you can utilize a SEP IRA Early Withdrawal of your program. Keep in mind that for most individuals the ..

Are Index Annuities a Good Investment?

 December 12, 2008 The answer is yes and no. Your specific situation is what determines if an IA is good for you. Let's start with the negatives. First, try not to think of an annuity as monthly check and you losing ..

One CD Fact Your Broker Does Not Want You to Know!

 December 11, 2008 Did you know that you can increase the amount of FDIC coverage that you currently have at your bank? Until recently, neither did I. I thought that the single, joint, and trust accounts were all ..

The How and Why of the IRA Rollover!

 December 11, 2008 As retirement approaches . . . money decisions become increasingly major. One big decision concerns what to do with the money in your company retirement plan. . . Consider a direct rollover. For ..

Invest More or Pay My Credit Card Bills?

 September 07, 2008 It is time for more questions and answers.   This week's question is a very common question but it is often one of the most difficult to answer.  The problem is that the answer is simple yet hard ..

Avoid Being Hung Out to Dry With a Bad Loan Deal

 July 31, 2008 With adverts about loans being commonplace on the TV, radio, magazines, online and in newspapers, it certainly appears that getting a loan is easy, while often also suggesting it's a good idea to get .

My Investments Are Down, What Do I Do to Stop Losing Money?

 July 20, 2008 This is a question that I hear almost every day. The answer is not as simple as it might seem. The real question is, should you do something to stop losing money? That is what makes this question ..

Investing in an Election Year

 July 20, 2008 Wow! I have been getting a lot of questions on what to do in between now and the election in regards to investing. There are a lot of differing opinions on what to do so let's go over the facts ..

Need a Money Manager? Hire Yourself! Part I of II

 July 14, 2008 As legendary trader Jesse Livermore once put it: “If there is any easy money lying around, nobody is going to stuff it into your pockets. " Nobody cares about your money more than you do. So ..

The Truth About Forex Trading Softwares and Expert Advisors

 July 08, 2008 I have often been asked by many number of forex traders that I have lost count of, which forex trading software is the best. While I will not answer this directly, I prefer to let you into my vast ..

Where Have All the Investment Dollars Gone?

 July 07, 2008 No, this is not a reference to the Sarah McLachlan song about cowboys; although, depending on how your portfolio is invested, you may have a better chance of finding a cowboy than finding a gain in ..

Did Stock Market Volatility Really Kill the Cat

 June 04, 2008 Considering the economic outlook for the remainder of 2008, this could be a more appropriate question than you might think. As far as I can see, that cat better be careful! I'm sure you're asking ..

Take the Effortless Road to Your Future as an Independent ..

 April 30, 2008 One of the few positive effects of the impending explosion of the retirement rolls as 77 million “Baby Boomers" approach the age of 65 can be found in the outlook for employment of Personal ..

Ten Top Benefits Of Having Your Own Executive Coach

 February 29, 2008 There are various euphemisms borrowed from other enterprises that have found their way into the business lexicon. Sports have fostered several of these, including the concept of “coaching. " ..

Five Proven Ways to Increase Your Leadership Abilities

 February 29, 2008 What are the Attributes of an Effective Leader? There are five key attributes of effective leaders: a) Enthusiasm-understanding, b) Emotional stability-the ability to work with a variety of people ..

Investors Want Higher Rates

 February 25, 2008 My clients often come to me from various banks here in Tulsa, Oklahoma and surrounding areas. They one thing I hear the most is “We want better rates! " How do investors find better rates? And ..

Investments Down and Wondering What to Do?

 February 24, 2008 Unfortunately a lot of people's investments are down right now. This is a very common occurrence in the investment world when the markets are down. Investment advisors talk about diversifying assets, .

Exit Planning - Without it You Could Leave Money on the Table

 April 23, 2007 At some point in time every business owner will exit his/her company. Most owners do little or no planning for one of the most important events in their life. Why is this? Most owners are just too ..

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