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Blog Guides

Make your money work for you

Learn how to navigate the financial market and your investments with integrity, care, and thought.
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How to Convert Your 401K to an Income Stream

The stock market rally has made more 401K holders into millionaires. When nearing retirement, viewing assets as an income-producing vehicle is essential. Money must be viewed differently when it is being distributed instead of compounding. View assets as income...

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5 Reasons You Should Roll Your 401(k) Plan to an IRA When You Retire

5 Reasons You Should Roll Your 401(k) Plan to an IRA When You Retire

Congratulations, you have built up some substantial assets in your 401(k) plan with your employer, and now that you are contemplating retirement you have several choices… First, you could just liquidate it completely and take it all in the form of cash. Let’s just assume that since you are reading this you don’t want to take that option! If they allow it, you could keep it with your employer and...

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The Net Asset Value Formula and Why You Should Care!

The Net Asset Value Formula and Why You Should Care!

The net asset value formula is a simple metric used to show the intrinsic value of a mutual fund.  You might not care but you should! After all, when you are investing in a mutual fund some guy is usually telling you what to buy. Or maybe, you look at the historical performance and just say, “looks good!” But this one important metric is at least worth looking at when deciding what mutual fund...

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Capital Gains Distribution from Your Mutual Fund: Why This Year?

Capital Gains Distribution from Your Mutual Fund: Why This Year?

If you received a capital gains distribution on your mutual fund this year, you might be screaming aloud, “How in the heck is this possible?” We have seen what is possibly in the offing for mutual fund owners this year, and it isn't pretty! This is the scenario what will haunt millions of investors in the next few months: It is February 15th… You walk to your mailbox just like you do every day....

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Looking For a Great Inflation Hedge? Look No Further than US Equities!

Looking For a Great Inflation Hedge? Look No Further than US Equities!

It is important for your retirement nest egg to have a well-established inflation hedge. We realize that you might just be sick of hearing and reading about inflation by now. It is everywhere you look, and we just seem to keep talking about it. But there is a big reason why we just can’t prevent ourselves from reminding you about that 400 lb. gorilla lurking around seemingly every corner. We...

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When to Sell a Stock for Profit: Is This Your Kodak Moment?

When to Sell a Stock for Profit: Is This Your Kodak Moment?

When is the right time to sell a stock for a profit? All your hard work is paying off. You have done your research and you made a wise investment. Your stock is up, and you are sitting on a tidy profit. But what should you do now? Should you continue to hold this stock? Or… Should you sell it and take some profit off the table? If you are still reading this… Congratulations! Overall, it has been...

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