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 producers not as a checking account. Make your money work for you with an income stream for retirement.

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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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Impatient Investors Need to Learn from Lessons of the Past

Remember the lesson from the Dot.com bubble? Stocks that peaked in 2000 took 14 years to return to their highs. Every security has its own trading dynamic. It is important to position yourself in a security at a good price. Buy the dip when it drops. There is a big difference between that and Value Investing.

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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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