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While the stock and bond markets can be risky in the short run, time has a moderating effect on market risk.

Conventional investing wisdom states that the risk of holding stocks decreases as the length of the holding period increases. But is that true? The answer depends primarily upon how you define “risk.”

Investors who worked with a financial adviser from 2006 to 2009 outperformed those that didn’t by 4%, and that gap becomes more pronounced in times of economic uncertainty.

Not an ‘attempt to change all brokers into advisers,’ Roper says.

Most stock mutual fund managers keep failing to beat ‘passive’ investing. That’s fueling a rush into low-cost index funds.

2013 Tax Reference Sheet.

Regulators tell investors to work with a professional who is licensed, as it affords investors ‘certain legal protections’.

Ask First – Thomas Mauriello – 09/21/0213

The Institute for the Fiduciary Standard has published a white paper that discusses the Six Core Fiduciary Duties identified by the Institute as embodying the major elements of fiduciary responsibility under the Advisers Act of 1940.

Research suggests that creating an annual budget instead of a monthly one works best, largely because we feel less confident in our annual estimates, so we tend to add more cushioning for unexpected expenses.