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September 2017 Newsletter

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Put Investor Psychology to Work for Your Portfolio

“If you know the enemy and know yourself, you need not fear the result of a hundred battles.” Sun Tzu wrote those words in The Art of War, but they can be applied to other challenges in life, including investing and working to secure your retirement. There are plenty of good strategies you can use to

Back to School? 10 Things You Must Know About Using Your IRA For Educational Expenses

The arrival of August means that it’s back to school time! This means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know: 1. Usually, if you

November 2015 Newsletter

Click here to view our 2015 November Newsletter! 

The Ricks Report – October 12, 2015

The Ricks Report October 12, 2015 Numbers of $ignificance DEADLINE – According to a Treasury Department letter sent to Congress on 10/01/15 regarding our nation’s debt ceiling, the government “is likely to exhaust its extraordinary measures on or about 11/05/15” to keep our outstanding debt below its current $18.152 trillion The letter warns that “without