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Category: Investment Planning
What is a Stop-Loss Strategy? And Should I Care?
Just what is a stop-loss method, and how can it potentially assist an investor? Several investors make use of stop-loss
What is the difference between a Traditional vs Roth IRA?
By Sunwook Jin, CFP®, CRPC®, CMFC® Opening or using an Individual Retirement Account (IRA) could be one of the most
Portfolio and Portfolio Management- What does it all mean?
By Helen Hartman, CRPC® Through my many years in the Financial Industry, I have learned there are “language barriers” with
The Dow Dropped. Do Not Drop Out of the Market
The Dow Dropped. Do Not Drop Out of the Market. Last Monday’s plunge was hardly the disaster that some media
What is Tax Loss Harvesting?
By Sunwook Jin, CFP®, CRPC®, CMFC® Tax loss harvesting is the practice of selling a security such as Mutual Funds,
What is a SEP IRA?
As Director of Retirement Plan Services, this is a question I hear frequently. A Simplified Employee Pension plan (SEP) is
The Many Benefits of a Roth IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings
When Is Social Security Income Taxable?
The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless
Could Unclaimed Money Be Yours?
How can you find & obtain it? More than $40 billion in unclaimed cash & property waits to be returned.