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Can You Roll An Old 401(k) To Another 401(k)?

Click on the image above to view this Savvy Minute video. In today's Savvy Minute we'll answer the question. "Can you roll over an old 401(k) to another 401(k)?" If you like this video and you have questions about an old 401(k) and what your options are please book a financial check up by clicking [...]

By |2019-12-20T12:25:48-08:00December 20th, 2019|401(k), Retirement Planning|0 Comments

Tariffs, Taxes and War – Certified Financial Poetry v.4

Watch the video of Steve's Reading by clicking on the following link https://youtu.be/nvoj4uAwDKg or the  image above. Certified Financial Poetry Since taxes are on our minds because Tuesday is the deadline for getting your income tax filed and since the stock market has been jostled around due to talk and tweets about tariffs these days, I am reminded of [...]

By |2019-12-17T12:02:08-08:00April 17th, 2018|Certified Financial Poetry|0 Comments

Check Your Asset Allocation

By Steve Wolff The markets have returned to volatility lately. Every time the market looks like it’s headed down, we see people on TV start predicting that this is the start of a down market. So here is how we see things right now. First, the stock market has not had a big correction for [...]

By |2019-12-17T12:02:09-08:00August 8th, 2014|Blog|0 Comments

NLP and Investing – Save the Date: Thursday, June 12

Behavioral psychology has more to do with how a person fares in the stock market (and all other markets) than actually how well the investment itself does. Study after study confirms that investors, as a whole, do significantly worse than the investments. Why? Come find out the science behind why the general investing public makes [...]

By |2019-12-17T12:02:09-08:00May 29th, 2014|Blog|0 Comments

Navigating Through a Small Cap Growth Stock Debacle

PATIENCE & PROCESSBy Vincent StefanoMay 8, 2014 Since the beginning of March investors have sold small-mid capitalization growth stocks and deployed that investment capital into more value-oriented larger capitalization ones.  As a result, over this same period smaller stock indices like the Russell Growth and NASDAQ have significantly underperformed the Dow Jones Industrial Average and S&P [...]

By |2019-12-17T12:02:10-08:00May 8th, 2014|Blog|0 Comments