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Portfolio Management

How Well Do You Know Your Financial Advisor

How Well Do You Know Your Financial Advisor?

Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated $64 BILLION dollars in client assets. […]

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Individual Stocks

Why We Don’t Recommend Individual Stocks

Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow from current headlines. Or Tesla bringing […]

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Financial Planning Companies. beautiful stone path and doorway with flowers

Types of Financial Planning Companies

This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge clients a little bit differently. At […]

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MSU Retirement Plan Match Reduction. Old brick wall with lots of purple wisteria flowers covering it

Coping with the MSU Retirement Plan Match Reduction

In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the match to employee retirement plans. Previously, the university contributed 10% to employee retirement plans if the employee contributed 5%. The university administration is calling the cuts temporary, in hopes of […]

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