Personal Finance Advice and Commentary

Friday, October 30, 2015 12:22 pm
By Sheyna Steiner ·

Finally you can invest in flashy yet unproven startups. The SEC voted on a crowdfunding rule allowing small investors to invest in unregistered securities.

Monday, September 28, 2015 7:05 am
By Judy Martel ·

Plan to retire before age 59 1/2? Know your options before dipping into retirement accounts.

Monday, September 14, 2015 1:39 pm
By Dr. Don Taylor ·

Should investors head for the sidelines or view the market’s volatility as an opportunity to rebalance their portfolios?

Friday, September 11, 2015 6:05 am
By Dr. Don Taylor ·

People aren’t saving enough for retirement. Are state-based retirement plans an answer, with the requirement that employees have to opt out to not participate?

Tuesday, August 18, 2015 6:05 am
By Dr. Don Taylor ·

A fiduciary has to put his or her client’s interests first when it comes to providing investment advice. Employers providing 401(k) plans have had a fiduciary responsibility to the plan participants.

Wednesday, August 05, 2015 4:28 pm
By Sheyna Steiner ·

The SEC has voted to approve a rule from the 2010 Dodd-Frank financial reform law that will require publicly traded companies to publish the ratio between CEO pay and the earnings of the average employee.

Monday, June 15, 2015 7:00 am
By Dr. Don Taylor ·

So-called “robo-advisers” that can provide investment advice with low AUM fees and low account minimums.

Friday, May 08, 2015 11:37 am
By Sheyna Steiner ·

Students majoring in STEM fields — that’s science, technology, engineering and math, and health and business — garner the highest wages.

Thursday, April 16, 2015 4:25 pm
By Sheyna Steiner ·

The fiduciary standard is the highest standard of care. A fiduciary must only give advice that is in the client’s best interest

Monday, March 09, 2015 7:00 am
By Dr. Don Taylor ·

It’s far more likely that your children can find a way to finance their college careers than it is to expect your children to finance your retirement.

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