Blog
You’ve Accepted the Pension Lump Sum: Now What?
January 5, 2018By: Kevin Dombrowski As previous published in the Delaware Business Times December 18, 2017 I previously wrote about the decision-making process to take a lump sum pension offer or to remain in your company’s pension plan. If you consider taking your company’s lump sum pension offer, there are several investment options available to you depending […]
[Read More]Should you take your firm’s “Lump Sum” Pension Offer?
January 3, 2018By: Kevin Dombrowksi As previously published in the Delaware Business Times November 30, 2017 As companies continue to move away from Defined Benefit pension plans to Defined Contribution plans, many active and retired employees are faced with decisions to take a lump sum payment today or to hold out for the promised periodic pension payment […]
[Read More]Investor Beware – How Did Those Funds End Up on Your Broker’s Platform?
November 10, 2017By: Gary Droz The U.S. Department of Labor (“DOL”) has endeavored to address the problem of conflicts of interest in retirement advice with its new fiduciary rule, which focuses primarily on brokers because of their compensation practices that often include 12b-1 fees and commission on proprietary or platform products. Unless the final DOL fiduciary rule […]
[Read More]What’s REALLY Ahead in the Markets for the Remainder of 2017?
September 8, 2017By: Gary Droz There’s little doubt among industry experts that the equities markets have soared in the first half of 2017. This analysis is hard to miss, given that all the “talking heads” are being asked, and are answering, the same question, now that the third quarter is underway: “what’s in store for the […]
[Read More]Is a Drawdown Around the Corner?
June 5, 2017By: Gary Droz In the kind of bull market we’re experiencing, I get the same question from nearly every client: when do you think we can expect a draw down? While I cannot see the future, as an advisor I have the tools and team to provide you with my best assessment. The market […]
[Read More]The Good, the Bad and the Ugly of 401(k) Plans
April 4, 2017By: Gary Droz As previously published on abcnews.com/money Many middle-class Americans—and even some with high incomes—feel that no matter what they do, they can’t build wealth because the obstacles are too great. The good news is that you can accumulate wealth much faster than you think by making sound investments that lead to compounded […]
[Read More]How 401(k) Conflicts Can Hurt Your Nest Egg
March 16, 2017By: Gary Droz
As previously published on abcnews.com/money
Try going to the drawer or file cabinet where you keep your 401(k) plan documents and taking a hard look at the list of investments your plan offers.
Resist Fear and Greed By Investing for All Seasons
February 16, 2017By: Gary Droz
As previously published on abcnews.com/money.
The current bull market has persisted for about six years now. This is a tale of two types of investors and their behavior in this kind of market.
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