Latest articles by Oliver Pursche, Investment Adviser Representative
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‘Senior Inflation’: The Not-So-Silent Retirement Killer
retirement Health care costs are a huge part of retirees’ financial picture, and they keep jumping at a rate faster than other prices overall. Here are some strategies to cope.
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5 Critical Questions to Ask Your Financial Adviser
Financial Planning You’re trusting your financial future with this person, so you must be crystal clear on these key issues.
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How Much Are You Paying for Your Portfolio?
investing The difference between an expense ratio of 0.66% and 0.08% may not sound like much, but it can easily mean thousands of dollars lost to fees and expenses over the course of a decade.
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Investors: Focus on Cash Flow, Not Returns
Investor Psychology Investors who zero in on their portfolio’s bottom line are missing the point, and they could be pressured into making a costly mistake.
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Get Real: Benchmarking to the S&P 500 isn’t a Good Strategy
investing Trying to beat the Standard & Poor’s could lead investors down a path of failed expectations and excessive risk.
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The Key to Setting Retirement Goals? Details
retirement You know what you want out of retirement, right? Are you sure you know EXACTLY what you want? Having detailed goals is essential to retirement planning.
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The Trump Tax Plan: Where’s the Beef?
taxes The lack of details in President Trump’s just-announced tax plan raises more questions than answers, but one thing's evident: The proposal shows the hallmarks of “trickle-down economics.”
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The Fed/Trump Face-off: When Fiscal and Monetary Policy Collide
Financial Planning The Fed under Janet Yellen and the Trump administration appear to be on a collision course. Here’s what worried investors should know.
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Winners and Losers of the Republican Health Care Act
insurance Young adults with insurance would get big tax credits. Lower-income elderly people would suffer. Health Savings Accounts would get a big boost.
