10 Tips for Retirement Planning

This week, Rick discusses ten very useful tips to help you plan for your retirement. Investing involves risk including loss or principal. No strategy ensures success or protects against a loss. There…

Care Giving

This week, Rick discusses caregiving and the importance of preparing properly.

Emerging Market Stocks

Stock investing involves risk including potential loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversi…

Tax Season

This week, Rick discusses how to prepare for the tax season in 2015 and what you and your family should pay close attention to. This information is not intended to be a substitute for specific indivi…

“March Madness” in the Market

In the spirit of March Madness, Rick discusses the final four for the stock market: the economy, earnings, valuations and technical data. Stock investing involves risk including potential loss of pri…

Diversification Under Pressure

This week, Rick discusses the importance of maintaining diversification in your portfolio even when indexes are outperforming. So far, 2015 has shown the importance of maintaining alternative investm…

What Do Investors Want?

Investing involves risk including potential loss of principal. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations…

6 Year Bull Market

This week, Rick discusses the financial crisis of 2008 and the 6 year bull market that emerged from this crisis. Stock investing involves risk including potential loss of principal. There is no guara…

Oil Prices

This week, Rick discusses oil prices and its effect on the economy.

Tax Planning

This week, Rick discusses tax planning and what investors should pay attention to.