EHRs are expensive to plan for, implement, train and maintain.
We, on the other hand, believe they are complementary and not mutually exclusive. Based on our research, neither an all-passive, nor all-active portfolio, is an optimized portfolio. Rather, optimal appears somewhere in the middle, hence our comparison to yin and yang.
Individuals should work with their financial advisor to understand the risk of their required position when it comes to investing in their own company.
Keen attention to market trends both at home and abroad are key to constructing a solid investment portfolio.
Here are some tips for those just starting out on a financial path.
Bonfire Brewing was growing so quickly it was tough to keep up with demand and needed to invest in more tanks. Unsurprisingly, the 80 tanks he needed came with a hefty price tag.
The new fiduciary rule will also require a formal documented analysis if an advisor is recommending a client rollover their 401(k) balance to an IRA.
Reduce the number of investment fund choices available to participants and educate/steer them to equity index funds
Given that April is Financial Literacy Month, it is the perfect time to step back, recognize the scope of this challenge and increase our efforts to improve financial well-being in our community.
Your tax refund can be a meaningful sum of money that can make a difference in a household’s finances. When considering what to do with your tax refund, remember to be mindful. Here are some priorities for thoughtful ways to spend your tax refund.
It's time to set the record straight and put an end to some of the most common financial misconceptions out there.
Take note of Warren Buffett's lessons: Beating the market consistently over long time periods is possible, but also exceedingly difficult and therefore improbable.