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Archive for October, 2016

Don’t Chase Returns

By Brian Weisberger, Investment Analyst In conversations I have with investors, one of the biggest mistakes I see people make is to chase returns. One of the most common ways is when an investor sees an article in the paper, or possibly a Morningstar report about a particular asset class or mutual fund/ETF that has […]

Rollover Rules Just Got A Bit Easier

By Cindy Szymanski, Financial Advisor There has long been a hard-and-fast rule that you have 60 days to complete a rollover; no ifs, ands or buts; if you are late, you will pay taxes and possible penalties on what was supposed to be a tax-free transaction. By definition, a rollover is when you take possession […]

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