The Truth About Asset Allocation

Asset allocation is one of those “buzz phrases” that has been used by financial planners for a long time to help keep their clients feeling warm and fuzzy in inside.  Coupled with the phrase portfolio diversification, asset allocation was all a planner needed to say to gain the trust of a prospective client. Well unless…

Continue Reading →

Thinking About Turning Your 401k into a Roth?

On September 16th a bill was passed by the senate known as the Small Business Jobs Bill.  The bill is expected to pass through the house without change and be signed into law.  Somewhere within the recesses of the bill is a shiny object that will attract a lot of attention.  A provision which will…

Continue Reading →

The GPS View

Post by BecomingYourOwnBank.com Owner – Dan Thompson Last week I was traveling in an unfamiliar part of the country. Luckily we have the technology to put into a GPS the address of the destination and within seconds we have a mapped out plan of how to get where we want to go. What is really interesting is…

Continue Reading →