Financial Advisor Center

DON’T Invest a Single Dime Without this Crucial Document

Investors should never be without an IPS: Investment Policy Statement. It will help guide you towards your investment goals Read Article

Tax Loss Harvesting – A 2016 Investor’s Guide

Check out this guide to tax loss harvesting for tips on how to offset capital gains with losses and reduce your overall investment taxes. Read Article

5 Qualities That Will Make Or Break Your Portfolio

Many investors build their portfolio with the same methods they use to cook at home. Long-term investment success is built on these qualities Read Article

Why the Cost of Investment Advice is Still Too High

The proliferation of roboadvisors and ETFs that charge fees is hurting investors saving for retirement. Here's the skinny on the problems Read Article

9 Steps to Smarter Investing

Ready to take your investing to the next level? Get started with these 9 steps towards financial security Read Article

How Professional Players Fritter Away Millions

In an interview with Dennis, a professional baseball agent reveals how players squander millions, and offers advice to avoid problems. Read Article

Can You Make Money With Technical Analysis?

Does technical analysis work? A quick look at history and a number of factors working against TA reveal "chartists" are facing an uphill battle. Read Article

Can a Doublewide Save Your Retirement?

If you are approaching retirement it's time to run the numbers on your savings, income and expenses. Be prepared to make adjustments if necessary along the way Read Article

Could Low Bond Prices and High Interest Rates Be Good for Stocks?

If the Fed tightens rates in September, it could drive rates high enough to stall growth. And if it doesn't increase rates, investors could take that as a sign of low confidence. Either way, it's a lose-lose situation. Read Article

September Seasonality: ANOTHER Reason to Sell Stocks

The last thing this market needs is another reason to sell off, but we've got one: A history of weak seasonality only adds to the pressure facing stocks right now. Read Article

How (And When) to Buy this Market Volatility

Here are some of the pins that need to fall before you should put your cash to work, and a couple stocks to buy once you do. Read Article

How to Keep a Cool Head in a Market Correction

Don't panic during a stock market correction. Here's a solid strategy, as well as a few deep discounts to be on the watch for. Read Article

Interpreting Economic and Housing Data for Investors

Do you think that economic news and housing data has been encouraging or discouraging? It's all a matter of an investor's perspective. Read Article

Will We Get a Fed Rate Hike? Here’s What to Know.

We look at both compelling sides of the argument over whether we'll get a Fed rate hike in September. Read Article

The Dow Jones’ Death Cross: Here’s Why I Love It

A death cross for the Dow Jones Industrial Average is rare, but when it happens it doesn't necessarily prescribe bad fortune for the market. Read Article

How Important Is the Dow Jones Death Cross?

The Dow Jones Industrial Average just filled out a so-called "death cross" -- a technical signal that we ignore at our own peril. Read Article

What the Dip in Commodity Stocks Means for the U.S. and China

The move to the downside for commodity stocks is a big problem for the broader economies of the U.S., China and Europe for a few reasons. Read Article

For Investors, Bad News Is Once Again Good News

Policy “doves” fear that if the FOMC raises rates, it will put undue pressure on a U.S. economy that is already struggling with lackluster wage growth and a widening trade gap. Read Article

How to Use Sector Funds to Juice Your Returns

If used properly, sector funds are the best way to enhance portfolio returns while keeping a lid on risk. Here's how to do it. Read Article

The Housing Sector Looks Just a Little Bit Better

Between data and earnings, the housing sector is looking pretty good, and should outperform the market on a relative basis. Read Article