Get the Most From Your Tax Refund

Get the Most From Your Tax Refund

One of the only positive aspects of tax season is your refund. We all look forward to a little extra cash. It’s tempting to take that money and splurge – you worked hard for that money, right? But before you head to the mall, or your favorite e-tailer, here are some...

Is Your Mutual Fund Naughty or Nice?

As kids around the globe feverishly try to behave to ensure that they make the nice list for Santa Claus, us adults feel like we don’t have to worry and can play it cool. Not so fast. Your investment might be on the naughty list. Save yourself from a lump of coal:...

You’re in Balance! But Are Your Investments?

Twist and turns… Up and down… The investment markets are going through another wild year—fortunately, this time, the volatility is generally in a positive direction. But the dramatic swing in stock returns after three bear years, along with dramatic swings in some...