There are many scams and instances of fraud that can easily trick a consumer into having their money stolen. In this episode, Tom and Jackie share stories of clients who have been taken and how you can best avoid it.
In the last year, credit card breaches have accounted for tens of millions of dollars lost in the retail industry. In this episode, Jackie and Tom discuss the recent breaches and the future of credit card security in the form of a "chip" card.
This report, one in a series on Retirement Planning, focuses on Social Security. Grace Ghezzi, CFP, joins Dan to discuss the role of Social Security for income planning along with when and how individuals should begin taking payments.
For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel discusses the often overlooked risks of the bond market and the impact of rising interest rates. Is it possible investors will experience losses in their bond portfolios in the future?
In this commentary, J. Daniel Pluff discusses how active and passive management of financial funds can co-exist to provide consistent performance over time. Being prepared to respond to opportunities in the markets is a good thing, but so is allocating your portfolio for the long-haul and sticking to that plan when the markets become volatile.
In this commentary, J. Daniel Pluff discusses why the key to optimal financial performance is asset allocation; putting your money where it will best meet your needs. Strategic asset allocation requires periodic review of your portfolio in light of your needs and market performance. Set your financial targets, then work with an adviser who specializes in asset allocation to get the best performance.