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7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
Oct 15, 20146 min read


Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Oct 3, 20144 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
Jun 25, 20147 min read
Stock Market Review: June 2014
Market Review: June 2014 Written by: Steve Osterink, Jr. By the end of May, the US stock market hit another record high. Now that winter...
Jun 10, 20146 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...
May 27, 20148 min read
Watch out for “FREE Prize Inside” Financial Advisor Marketing!
Have you ever been promised something for free only to find out that there were strings attached–or worse, that it was a complete...
May 14, 20144 min read
Stock Market Review May 2014
Stock Market Review: May 2014 Mixed Signals Investors hoped that April would see the US economy pick itself up coming into the spring...
May 10, 20146 min read
Stock Market Review: April 2014
Market Review: April 2014 Continued Uncertainty in Emerging Markets Emerging Markets (EM) continue to struggle and capture the attention...
Apr 18, 20145 min read
I was interviewed by The Wall Street Journal!
As I mentioned in a previous post, I have been working diligently with my business partners over the last few weeks to assist a client...
Apr 17, 20141 min read
A Brief Update
Yes, I’m way overdue for a blog post…I wake up most mornings and tell myself that “today is the day”. However, I have found myself...
Apr 5, 20142 min read
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