Savings and Investment Updates

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a…

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Your 7-Step Action Plan for Retirement

What’s holding you back from retiring now? Learn a 7-Step Action Plan that could help you retire sooner than you ever thought possible on Retirement Solutions Radio show, “What’s Holding…

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Are We “Shovel-Ready”?

A famous line of dialogue came from the 1989 film “Field of Dreams”: “If you build it, he will come.” Perhaps the quote endures because of its inherent irony —…

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The Fiduciary Standard: What It Means

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly…

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Trends in the ETF Market

In recent months, there has been a recent movement out of actively managed investments into passively managed instruments such as exchange-traded funds. Globally, ETFs gained more than $270 billion in…

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