Don’t be a DIY investor

Are you a DIY investor? Do-it-yourself (DIY) investors are always on the lookout for stock tips and asking their financial advisor to make lots of moves into and out of the stock market. And even though they have a professional financial advisor, they likely have another account on the side that the...
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Active management shines in a time of indexing

Passive management, or buying stocks that track an index, has caught on over the last several years. But changes in the economy and markets have made it easier for active managers to now show their worth, too. Active managers, those who pick stocks with the intent to beat an index and not just match...
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SMAs versus mutual funds

Which should you use for your financial goals? Mutual funds have been long been the choice for investors seeking professional money management. When you buy shares of a mutual fund, your assets are pooled with those of other fund shareholders, lowering costs and taking advantage of economies of scal...
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Top 5 Required Minimum Distribution Questions

1) What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs, are amounts that the government requires you to withdraw annually from IRAs and employer-sponsored retirement plans after you reach age 70½. You can always withdraw more than the minimum am...
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