Latest Blog Posts

What bond ratings do agencies use?

Posted on: March 20th, 2017
Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies....

What are bond ratings?

Posted on: March 18th, 2017
Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can be measured to some degree by analyzing the bond issuer's financial condition and creditworthiness....

Spring Cleaning Your Finances

Posted on: March 17th, 2017
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well....

Converting Retirement Savings to Retirement Income

Posted on: March 16th, 2017
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first....

Four Ways to Double the Power of Your Tax Refund

Posted on: March 15th, 2017
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable....

Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

Posted on: March 5th, 2017
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments by requiring advisers to act in the best interests of their clients....
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