1. The Two Types of Investment Risk & Why It Matters For Your Money

    When investing in the stock market you take on the risk of losing money. There is no way around it. But not all risk is made equally and today we are going to talk about the two types of risks you will encounter when investing and why it matters to you. When investing, risk boils down to the followi…Read More

  2. How RMDs are affected by the CARES Act for 2020

    The U.S. Government has been putting trillions of dollars into the market place and consumer’s hands in order to tide the effects the Corona Virus lockdown is having on our economy. As part of the Cares Act the Internal Revenue Code has been amended to suspend Required Minimum Distributions from r…Read More

  3. Covid-19 programs available for Businesses & Self-Employed

    As part of the CARE ACT (The Coronavirus Aid, Relief, and Economic Security), Congress is providing $350 billion for a loan program to assist businesses and self-employed persons during the COVID-19 crisis.   Under the Keeping American Workers Paid and Employed Act, the Payroll Protection Progr…Read More


    IRA’S have been the ‘Ugly Duckling’ of Investments. This Ugly Duckling has turned into the proverbial ‘Swan’ as IRA’s account for more than 8.2 TRILLION DOLLARS of Americans’ Retirement Assets, and more than 42 MILLION households count on IRA’s to fund their retirement. IRA’s start…Read More

  5. GOP Tax Proposal. What does it mean for you?

    There is some really good information coming up; things you probably want to know.  What your taxes may look like going forward. And it comes from a highly respected source.  So let me give you a bit on the source, IMCA® and then on the good stuff. IMCA®, or the Investment Management Consultants…Read More

  6. The Crash of Black Monday…Redux

    We tend to have short institutional memories. Sure, we all probably remember our first prom or the birth of a child but big events and their historic importance fade with time. Imagine waking up tomorrow and the headlines of the paper read: STOCKS PLUNGE 5233 POINTS DOWN 22.6% $4.4 TRILLION LOST Thi…Read More

  7. Our newest article for US News and World Report!

    We are excited to announce that we are new contributors to US News and World Report's personal finance blog “The Smarter Investor”! You can find our latest article written by President Owen Schrum here: https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2018-03-15/how…Read More