Surfing Tips for Investors

Investors surfing the current stock market wave can manage downside risk to avoid wiping out their retirement savings.

Seriously, What Is Your Best Interest?

Susan Roman and I have written a couple of articles that mention a recently promulgated rule from the Department of Labor. That rule imposes a fiduciary standard on all advisors who are getting paid to provide investment guidance on retirement accounts (401(k)s, IRAs, Roth IRAs, Simple IRAs, SEP IRAs, et cetera). For many folks this […]

How ‘Modern’ Is Your Portfolio?

My girls came in to the office last week to fulfill their summer duties as the official Cutter Financial Group landscaping crew. I have to admit, they do good work, although with the size of our office front lawn, they don’t have a sprawling forest to contend with. Next time you drive past our office […]

Learn To Invest Like The Richest One Percent

All three of my girls are now on Instagram. If you aren’t familiar with Instagram, it is a popular social media platform for sharing photos of your life and looking at photos that your friends post and even some posted by celebrities. We gave my daughter Phoebe the nickname “Hashtag Phoebe,” because she accompanies all […]

Buying And Holding On… For Dear Life?

There are a few dates in history that everyone in the financial industry remembers. Many people don’t realize how recently one of those memorable days came to pass—August 24, 2015, is not too far behind us. It claims the title as the day with the largest one-day point drop in the history of the markets. […]