Latest articles by David Braun, Investment Adviser Representative
-
Are You a Gambler, Speculator, Investor or Risk Manager?
investing To avoid making big money mistakes, investors should take a moment to examine themselves and their motivations.
investing -
Better Than Bonds? A Look at Uncapped Fixed Index Annuities
annuities For safety and performance, it could be time to consider including them in your retirement portfolio to diversify your asset allocation.
annuities -
Don't Wait for Congress – Give Yourself a Tax Cut Now
taxes Your 401(k) and traditional IRA may be saving you on taxes today, but you'll owe taxes on them in the future. And who knows what rates will be then? In the meantime, here are two tax-taming strategies to consider instead.
taxes -
Don't Let Late-in-the-Game Losses Destroy Years of Smart Saving
retirement Even hot stock markets eventually cool off, and that could leave those near retirement (and those who recently retired) especially vulnerable.
retirement -
Think About the 4 Pillars of Retirement Instead of Just Income
retirement A balanced approach will help ensure a solid foundation for a secure retirement.
retirement -
Are You Overestimating How Much Risk You Can Stomach?
Index Funds When investors ask themselves how much risk they’re comfortable taking, they’re probably not answering the question in the right way … and it could cost them.
Index Funds
