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

  2. 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

  3. 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

  4. 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