With a seemingly endless number of available investment options, investment planning has taken on an almost mystical quality, turning it into an activity that, for many investors, increasingly involves more faith than reason. As a result, many investors find themselves at the mercy of investment salespeople who charge exorbitant fees to recommend investment products of...Read More

The Case for a Healthcare Representative As originally posted at Agingcare.com By: Rosanne Rogé In this busy world of ours we all know how important it is to have timely information in order to make wise choices. We gather that information from the Internet (extensive but sometimes a bit complex), newspapers, magazines and other periodicals....Read More

Everyone knows that making your money work for you is the best way to prepare for a sound financial future. If you lack confidence, though, in how to put your money to work, you may want to hire a financial advisor. Anyone who meets at least two the following criteria should consider hiring a financial...Read More

As originally posted on SeekingAlpha.com The Dow Jones Industrial Average is about to undergo its biggest change in nearly a decade. Effective Sept. 23, the Dow announced key changes to its 30-company roster Tuesday morning. Banking conglomerate Bank of America (BAC), computer manufacturer Hewlett-Packard (HPQ) and aluminum giant Alcoa are all out. Replacing those companies...Read More

Interest Rate Risk Management and Hedging   Interest rates continue to govern our lifestyle and day-to-day activities. Almost every individual is affected by interest rates, either directly or indirectly. Interest rates define how we spend our money, expect a return on an investment, plan according to changing market trends, and make assumptions about profit and...Read More

As originally posted at SeekingAlpha.com UFP Technologies, Inc. (UFPT) 08.26.13 Current Price: $21.17 Fair Value: $25 Recommendation: BUY Why UFPT? • Best management team in the business • Great research and engineering team • Manufacturing consolidation will expand margins • Medical market is now the largest and fastest growing • Working off a large, older contract,...Read More

Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...Read More

What is the difference between absolute and relative return? We often hear people talk about investment performance. You can consider the performance of your mutual fund in two basic ways: absolute and relative performance. One isn’t necessarily better than the other, but you must know when you should use one instead of the other. Absolute...Read More

What is a long-short mutual fund? A traditional mutual fund is an open-ended investment vehicle that owns a basket of stocks or bonds that the adviser believes may be undervalued and will appreciate in value. Long-short mutual funds deviate from traditional long-only mutual funds by also shorting a basket of stocks that the adviser believes...Read More