Does Behavioral Finance Matter?
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…
Mutual Fund Share Classes – How They Work
Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…
401k Trustees – It’s Time To Review Your Plan
It isn’t lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations…
Mutual Funds – What You Need To Know
If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded…
Bond Mutual Funds – What You Need To Know
There is much more to bond mutual funds than meets the eye. Building a diversified mutual fund portfolio will often require the…
David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…