Inflation
Inflation, Stocks, and Computing Investment Returns
Jim Lorenzen, CFP®, AIF® People are often either surprised to hear that stocks are probably the best inflation hedge they’ll ever find – or they
April 11, 2017
Category: Investing
Investing
Should You Buy Term Insurance and Invest the Difference?
Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny thing
March 22, 2017
Investing
Do You Have A Greedy Business Partner – Even if you don’t own a business.
Jim Lorenzen, CFP®, AIF® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most
March 8, 2017
Investing
Do Advisors Really Add Value?
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they
February 14, 2017
Investing
Can You Reduce Risk By Adding To It?
Jim Lorenzen, CFP®, AIF® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:
February 7, 2017
Investing
Department of Labor Wants Consumers To Know Their Advisor’s Fiduciary Status
Jim Lorenzen, CFP®, AIF® The DOL wants investors to know who their “advisors” are and just how they operate when giving advice to consumers regarding
January 17, 2017
Investing
Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.
Jim Lorenzen, CFP®, AIF® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my
November 15, 2016
Investing
Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the
October 27, 2016
Investing
TO ROLL? OR, NOT TO ROLL….
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s
October 20, 2016
Investing
Thinking of Rolling your 401(k)? This checklist may help!
Jim Lorenzen, CFP®, AIF® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over
October 18, 2016