Investor Tax Services
Credentials and Distinctions
Corporate Values & Mission
Individual & Families
Generating Retirement Income for Life
Corporate Retirement Plan Sponsors
Asset Protection Articles
Personal Finance Articles
Financial Industry Articles
Investing for Keeps Series
improving the 401k
Featured Articles in Our Blog
Investor Tax Services
Ultimate Moneyball - How You Can Capture Excess Returns
Zombie Pension Accounts
DOL Fiduciary Regulations For IRAs In Limbo. Sad!
Frank is contributing to The New Book of Investing Rules which will be published by Harriman House in Autumn 2017. Preview it here:
WSJ: We Put Financial Advisers to the Test
Robert Gordon Giving Back to the Community
Why Manage Risk?
Investor Solutions Supports Urban Paradise Guild
Investor Solutions Supports the SEED School
Teach for America
Leverage Your RMD For Charitable Contributions
When you can’t speak for yourself
Does your estate plan need a tune-up?
Directing Your Exit
Prince Didn't Leave A Will!
On the lighter side...
Is Value Dead?
Investing In Your Values, Yesterday, Today And Tomorrow
Reviewing Your Estate Plan
Pitfalls of the 401(k) Rollover
Investor Solutions supports both Team Paradise and the Ronald McDonald House
Act Now To Claim This Valuable Social Security Benefit: Time is Running Out
A Tale of Two Graphs
Year-End Tax Tips
Your Best Market Timing Moves Now
Equity Risk Premium
Bonds: More Interesting Than They Seem
Frank Profiled on Financial Times - Financial Advisor IQ
Fixed Income Premiums
Listen to Frank's Podcast
Building a Better Portfolio: Returns
Robert Gordon, one of Miami's 12 Good Men
Louis L. Feldman, CFP®, JD, CPA has joined our firm
Frank Forecasts 2015 Asset Allocations on The Wall Street Journal
How Much Income Do You Need in Retirement?
Frank was live on WPR on 9/11/14
The Longevity Insurance Dilemma
Dual Purpose Tax Free Accumulation
One of the Top 300 Registered Advisors in America
Pitfalls Of The 401(k) Rollover
Smart Beta And The Search For The Elusive Perfect Equity Portfolio
Frank Discusses Saving for Retirement on The Larry Meiller Show
Building Your Optimum Portfolio
Consumer Eagle Interviews Frank: “Retirement Advice for Peter Pan: Tips for Late Savers”
The Wall Street Journal Interviews Frank: "Your Needs Should Shape Your Investment Portfolio"
Toxic Product Alert: Avoid Equity-Indexed Annuities
The Miami Herald quotes Frank on "Tips on Caring for your Aging Parents"
Where Are They Now? Should You Invest With A Master Of The Universe?
Lower Than Pond Scum: The Wolf Of Wall Street
Frank Shares His Impressions of The Wolf of Wall Street
January 9th Frank Discusses The Wolf of Wall Street on HuffPost Live
Frank shares some insight in Bankrate's "6 Advantages of Roth IRAs"
Dump The Performance Fairy
It's Good To Be King! Retirement Planning For Self Employed
It's Dividend and Capital Gains Season
The Retirement Killer: Volatility
Frank discusses retirement planning in NBC News', "Now's a Good Time to Ponder Your Pension Plans"
Turning Wealth Into Income
Frank Armstrong Honored by Ronald McDonald House
Frank has been quoted in CNBC's "It's Time to Ponder Your Pension Plans"
Noble Prize Awarded For Work That Directly Benefits Investors
Gene Fama awarded the Nobel Prize in Economics
October 3rd Frank live on The Larry Meiller Show
Dow Reconstitutes, Let The Trading Begin!
Real Estate And REITS As An Investment
Long-Term Care Costs Can Ruin Retirements
Crazy stock market? Here's a way to diversify
The Wild Card That Could Destroy Your Retirement
Frank will be live on Wisconsin Public Radio 08/01/13
The Four Factor Model
The Four Factor Model
Where are the world’s investment opportunities?
Frank has been quoted in Fox Business' "401(k) Investing Strategies for Couples"
It's Time To Reexamine Your Bond Strategy
Engineering Your Portfolio For Better Returns
Frank has been qouted in Business Daily's article "Rising Interest Rates Send REIT ETFs Lower"
Fama-French Three Factor Model
How Much International?
Frank Has Been Featured in Florida Trend's Article "How Are You Helping Your Clients to Avoid Being Underfunded in Retirement"
Dealing with a Crummy 401(k) Plan
Playing With Active Money Management Is A Losing Game
Tax Tips for Your 2012 Return
"Equity Linked CDs: More Garbage Wall Street Wants To Feed You" has been published on Forbes
Fox Business has quoted Frank in "Five Investing Mistakes to Avoid this Year"
Investing Errors to Avoid This Year
13 Tax Breaks You’ve Never Heard Of
Tap Into Employer Stock Without Paying Taxes (For Now)
Josh Meyer, On Targeting the Mass Affluent
Getting Over Index Investing With A Better Way
The Ten Top Money Excuses
Impact of Fiscal Cliff on Itemized Deductions
"Pease Limitation Puts A Lid On Itemized Deductions For Wealthy Folks" has been published on Forbes
Still Plenty of Time and Good Reasons for Back Door Roth IRA
Investor Solutions’ Veteran Scholarship Winner Announced!
Why I Don’t Care What Apple is Worth
There’s No Hippocratic Oath on Wall Street
Reuter's article "Kodak retirees face benefit losses, new choices" has quoted Frank
Join Investor Solutions in making a contribution to The American Red Cross
Save Money and Hassle with Do-It-Yourself Annuities
Asset Location Strategies - New Tax Laws May Mandate Change
Eight Tax Tips For Your Investment Portfolio
Itemized Deductions are Easy Peasy Until 2013
Saving Money with Capital Gains Distribution Avoidance
Investment Interest Deduction
Navigating the landmines and opportunities of premium bonds
Bush Tax Cut Extension - Might Mean Two More Years of Tax Free Income
Tax Planning Strategies for Taxable Investors
The Cost Basis Revolution
"Healthcare taxes stick it to affluent families in 2013"
Tax Increases Require Revised Asset Location Strategies
Tax Policy--What Will It Look Like in the Future?
Don't Shoot Your Conversion in the Foot with Bad Tax Planning
7 Year-End Tax Planning Strategies
Accounting Rule: Mark to Market, Mark to Reality, or Mark to Fantasy
Search for Gains in IRA Losses
Roth Conversions: The Time is Prime
Congress Closes Upcoming Tax Break
AMT - Alternative Minimum Tax - How it may soon affect you!
The IRS Rains on the IRA Parade
Overview of the Kiddie Tax and its Implications
Valuable Year End Tax Planning Strategies for Investment Assets
The Biggest Retirement Tax Break You Never Heard Of
Keeping Uncle Sam Out of Your Pocket
Year-End Tax Planning for Investment Assets
How About Another Tax Break?
Tax Savings for Retirement Plan Beneficiaries
Muni Bonds: The Anti Tax Solution
Cures For Ailing Roth IRA's
What's the value of conflict free advice?
Trust But Verify
Viva La Diferencia!
Cleaning up the Cesspools
Price Wars Help Individual Investors Increase Wealth
Is Your Insurance Company Financially Secure?
The Investment Consulting Game: A Totally Brain Dead Enterprise
Avoiding Advisor Risk
Fee Only Is The Way To Go
Investors Must Accept the New Global Marketplace
The Illusion of Diversification
#1 Investor Mistake: Being a Headline Investor
Investor Behavior Continues to Decimate Long Term Portfolio Returns
The Tuna Fish Factor
The Stock Market: What Am I Doing Here?
Finally We Are Addressing the Real Mortgage Issue!!!
The Alternative to Business as Usual on Wall Street
Engine Failure Takeoff Continued
America Checking In: Make Your Own Coffee
Dealing With Market Volatility
Suspension of Disbelief
Fire Your Advisor and Hire My Dog!
Top 10 Stupid Investor Tricks
Into The Lair of Financial Pornography
Have You Learned Your Investment Lessons Yet?
It Don't Get Much Worse Than This!
Where Are They Now?
Investors Continue to Throw Money Away
What Motivates Investors?
Investment Policy Statement Steers Portfolio Through Volatile Times
Dealing with Turmoil
Fund Manager Of The Year?
Should You Abandon The Stock Market?
What's an Investor To Do?
Know When to Fold 'Em
Dump the Performance Fairy
Is It Safe To Go Back Into Stocks? Dumb Question, Wrong Answer
Investors: Repent & Reform
The Value Of Market Predictions
Hazardous To Your Wealth
A Trip Down Memory Lane
Lessons Learned in 2000
The Fog of War
Nine Reasons To Just Say No To Managed Futures
Individual Bonds: What The Bond Traders Are Hiding
Seeking Alpha Interview
Socially Responsible Investing: Noble Not Noteworthy
Independent 401(K): A Top Retirement Vehicle For Sole Proprietors
Improving the 401(k)
Structured Notes: Buyer Beware!
Now you see it! Now you don't! The Illusion of Immediate Annuities
Target Date And Target Risk Strategies
Don't Lose Your Shirt on Mutual Fund Sales
10 Investment Ideas for Today - After the cows have left the barn
The Public-Private Investment Program
Hedge Funds: Lessons from Bernie Madoff
The Muni Opportunity: Fact or Fiction?
Don't Forget Commodities When Diversifying
The Fiduciary's Default Investment Choice
130/30 Mutual Funds: Don't Believe the Hype
The Best Investment You Will Ever Make
Target Date Funds: Panacea or Hallucinogen
International REITs - A Great Diversification Opportunity
Separately Managed Accounts vs. Passive Management Part II of II
Separately Managed Accounts vs. Passive Management Part I of II
More Hedge Fund Woes
Equity Indexed Annuities
Another One Bites the Dust!
Stripping the ETF
IPO's: A Great Investment Opportunity or a Sucker's Bet?
Not All Commodity Indexes Are Created Equal (Part One of a Two Part Series)
Do You Know Your ABC's?
Closed-End vs. Open-End Mutual Funds
Tracking Errors Cost Billions of Dollars a Year
Brilliant But Not Free!
Can REITs Continue to Outperform?
Should You Invest In Individual Bonds or Bond Mutual Funds?
ADR's or Foreign Funds? Which Are Best?
Buyer Beware: The Hidden Costs of Municipal Bonds
Exchange Traded Funds To Avoid
Commodities As An Asset Class
Heads Up for Hedge Funds
No Break Points
The Roth IRA
Mutual Fund Alternatives
Annuities Take Another Blow
Gotcha! A Hard Look At The Annuity Business
For the Average Investor, Folios Fall Short
Mutual Fund and Tax Efficiency
Investing In Real Estate Through Reits
Exchange Traded Funds: A new viable alternative for investors
How Much Will A Variable Annuity Cost You?
Zero Coupon Bonds
Fund of Funds: Perfect Solution or Dangerous Shortcut?
Exchange Traded Funds: Making the Choice
The Expense Ratio Isn't Everything
Profiting from Volatility
The Rebirth of the Snake Oil Salesman
Common Misconceptions about Managed Futures
The Role of Rebalancing
Constructing an Effective Retirement Portfolio
Controlling Interest Rate Risk
Did Modern Financial Theory Fail?
Fixed Income Strategy
6 Common Misconceptions About Dividends
Saving For Retirement When You're Not Working
Worst Market Decade Ever - Not So!
Rules for Post-Recession Investing
The Glide Slope
Risk Tolerance is Relative
Portfolio Management Pays Off In a Tough Market
Strategic and Tactical Asset Allocation: What's the difference?
The Three Ps - Oh, Please!!!: How Not to Construct an Institutional Portfolio
Where Are They This Time?
Treasury Bonds Safe is a Relative Concept
A Little Perspective on China
The Silver Lining in a Market Downturn
Thinking About Cash
Keep Your Fixed Income Boring
Maximize Portfolio Wealth by Minimizing Risk
What are you doing "differently"?
The Emperor Has No Clothes!
Asset Allocation: How You Slice Your Pie
Never Underestimate the Benefits of Long Term Discipline
Value Investing versus Growth Investing - Who are the winners?
Itemizing vs. Taking The Standard Deduction
Are Your Tax Deductions Legitimate?
Catching Up On The Alternative Minimum Tax
Understanding The New Reduced Tax Rates for Dividend and Capital Gains
Tax Advantages of Employer Stock
How To Avoid A Tax Audit
The Nitty Gritty on Wash Sales and Tax Losses
IRS Home Sweet Home Sale Rules
Beyond the Expense Ratio - Is expense ratio the best measure of cost and value?
Dividend Tax Reform
Re-Introducing the Efficient Frontier
Value Or Growth Investing - Whose Style is Better?
New Generation of Tax Managed Funds
Technical Analysis: Fruitful or Pointless
Style is Good, Style Drift, Not So Much
How a Weakening Dollar Helps Your Foreign Investments
Prepare Now For 'New' 2010 Tax On Inherited Property
Use Income Tax Reductions To Fund Your Goals
IRS Dramatically Simplifies Minimum Distribution Rules
IRS Simplifies Required Minimum Distributions
The Beauty of Conversion
Fundamental Indexing TM: The New Paradigm or Active Management in Disguise?
Is the Morningstar Rating System All It's Cracked Up to Be?
Tips for Handling Sudden Wealth
Modern Portfolio Theory: The Watershed Event In Modern Finance
Lease Or Buy?
Golden Rules to Keep Your Gold!
Teens and Credit
Is Dollar Doom Overhyped?
Three Great Reasons for Account Consolidation
Reform Helps Credit Card Holders
Currency's Effect on International Returns?
Are You Protected If Your Insurance Company Goes Belly-Up?
Can't Get A Loan? Turn To Your Neighbor
How to Compare Risk Adjusted Returns in Your Portfolio
Investing and Wars
A Simple Yet Powerful Risk Control Strategy
The View From The Cockpit
Risk and Return in Bonds
Long Term Care Insurance: It's Not Just About You
Preparing Financially for Disaster
Protecting Your Assets In Case Of Disaster Part II
Protecting Your Income In Case of Disaster Part I
2008: Lessons Learned
The Mortgage Market is Broken
How Professional Advisors Protect Your Privacy
Protecting Against Identity Theft
Why Don't Investors Tilt More?
Reverse Mortgages: Approach with Caution!
Cleaning Up Credit Card Debt
Monte Carlo Simulations: Jackpot or Russian Roulette?
Should Interest Rate Forecasting Be a Part of Your Bond Strategy?
Investing In Your Values
My Eureka! Moment
Understanding Investment Measurements
The Price of Your Vice
Small Cap Stocks: Will they continue to outperform?
I Don't Have A Thousand Years
Return, Risk and Probability of Success
How Health Savings Accounts Impact Your Retirement
Asset Location Is As Important As Asset Allocation
Hedge Funds as Pension Investments
Beyond Indexing Part I
Not All Indexes Are Created Equal
Cheers to a Debt-Free Holiday Season!
Understanding Beta and Market Risk
Small Stocks Large Effect
How To Avoid A Medical Financial Disaster
Go Easy on Home Equity Loans
Portfolio Turnover Can Lead to Lower Investment Returns
Hail to the Prenup!
How Interest Rate Changes Affect Bond Prices
Mortgage or No Mortgage? That is the question...
Five Key Cost Factors To Consider When Buying Long Term Care Insurance
A Better Model for Divorce
Is The Stock Market Doomed When Baby Boomers Retire?
Risk and Reward Part I
Financial Planning Considerations for Unmarried Couples
Revisiting The Efficient Market Hypothesis
Value vs. Growth Investing
Financial Knowledge for Divorcing Couples Part II
How Much International?
Financial Knowledge for Divorcing Couples: Where Do You Start?
Maximizing Portfolio Wealth By Minimizing Risk
Interest Only Loans - Are They Right For You?
An Easy Two Percent
Tips for Financially Helping Your Children
Is Your Portfolio "Off-Balance?"
Protecting Yourself Against Identity Theft
Do You Know What Your CPI is?
Who Can You Trust?
Surviving The Test of Time
Financial Responsibility Among Married Couples
Engineering for Better Returns
Liabilities: Not Just A Number On The Balance Sheet
Stocks As An Inflation Hedge
The Price Is High... Bob
Understanding Your Results
Insuring A New Marriage
New Cure for Health Care Rising Costs Part I
Increasing Returns Through Asset Allocation
Leasing vs. Buying: Which Is Better?
Thinking About Borrowing From Your 401K?
Strategy Vs. Outcome
When to Refinance
Successfully Managing Money in a Relationship
Mortgage Mistakes to Avoid
Financial Planning for Life's Surprises
Choosing the Right Investment Benchmark
Business Interruption Insurance
The Risk Premium Debate
Should You Prepay Your Mortgage in a Down Market?
At What Age Should You Buy Long Term Care Insurance?
Use Reverse Mortgages with Caution
Is Global Asset Allocation Still Appropriate?
Vacation Exchange Rate Arbitrage
Choosing the Right Type of Real Estate Agent
Knowing Your Net Worth is Key to Managing Your Money
Planning for Financial Hard Times
Diving For Dividends
Please Don't Shoot The Messenger
Capital Pricing Model
The Nature of Risk and Concentrated Positions
ILITs: An Exceptional Estate Planning Tool
Lump Sums and Dollar Cost Averaging
Five Ways to Transfer Wealth to Your Spouse
Back To Basics
A Trust as An IRA Beneficiary?
Will Small And Value Premiums Persist?
Will Your Family Be Taken Care of When You Are Gone?
Uncovering Income Sources for Widows
Inheriting IRAs Is A Tricky Process
Preplanning Your Own Funeral Can Save Your Loved Ones Stress and Money
Fama-French Three Factor Model Part I
Dollar Cost Averaging: Effects of Volatility
Estate Planning For Blended Families
Disclaiming an IRA Inheritance
Naming A Trust As Beneficiary Could Mean Trouble for Your Heirs
How To Handle Being An Estate Executor
How Often Should You Rebalance Your Portfolio
New Estate Tax Provisions
Making Health Care Decisions While You Can
Controlling IRA Distributions by Naming a Trust as the Beneficiary
Dollar Cost Averaging - The Basics
Avoiding The Costs of Probate
the limits of diversification
What Not To Do When Inheriting Wealth
growth vs. value investing - part 2
8 Estate Planning Strategies You Should Know
is a recession inevitable?
Keys To A Comprehensive Will
Transfer on Death: Avoiding The Unnecessary Aggravation
Contingencies: Planning for Simultaneous Disasters
Growth vs. Value Investing - Part 1
Wills Don't Always Do the Job
100% Index 100% Of The Time
I Don't Have Enough To Need Estate Planning
Generations of Tax Deferrals On Retirement Assets
The Perils Of Owning Your Company's Stock
Estate Planning For Simultaneous Deaths
Growth Stock Investing: A Premier Part I
The Fact And Fiction of Trusts
Keeping the Peace Among Your Heirs
Three Mistakes To Avoid
Momentum Investing - Greater Fool Theory On Steroids
Is The Bear As Bad As He Appears?
The Pros And Cons Of Incentive Trusts
How to Become a Millionaire
Dare To Be Different
Academic Support for the Use of Index Funds
Index Fund Investing
Asset Class Investing
Long Term vs. Short Term Bonds
Adding International Equities to Your Portfolio
Adding Small Caps to Your Portfolio
Improve Your Portfolio: Think Value
Time for a Little R&R
Applying Our Lessons
Expanding Our Horizons
The Case Against Gold
Real Estate's Place
Hedge Funds As An Asset Class
Adding Bonds To Your Portfolio
Retirement: The Accumulation Phase
Retirement Planning: Not Relying On The Averages
Retirement Planning: Making It Last Forever
Retirement Planning: Having It Both Ways
Battling College Costs: Section 529 Plans
Battling College Costs Part II
Less Than Meets The Eye: Equity Linked CD's
Keeping What You Have: Asset Protection Planning
Asset Protection: The Basics
Perils of Owning Company Stock
Investing, Circa 1973
MPT: The Watershed Event of Modern Finance
From Outcast To Champion: The History of Funds
The Growth Bucket And The Liquidity Bucket
Corporate Finance and Corporate Performance
How to Maximize Your Practice's Pension Plan
Use Your IRA Charitably with the QCD
Charitable Gift Annuities
A 529 Plan Fit For an Ivy League Education
Making Charitable Gifts from Your Retirement Plan
How to Pay Less on Student Loans
Rethinking 529 College Savings Plan
Paying For College: Making It All Come Together
Charitable Remainder Trusts - Have your cake and eat it too
Charitable Lead Trusts - A bargain in a low interest rate environment
Uncle Milty a charity case? Probably not for the IRS!
Donor Advised Funds
College Financial Aid: How to Quailify
Why Give to Charity?
Do I Save for College or Retirement? Why Not BOTH?!
Charitable Gifting Part II
Finding The Superior 529 College Savings Plan
Charitable Gifting Part I
Grandparents Can Help Grandkids With College Tuition
A Primer On Charitable Donations
Should You Rethink College Savings In Light of New Tax Act?
Tax Efficient Methods of Gifting
Six Secrets about College Financial Aid
Graduating With a Diploma and Debt
College Tuition Blues
The Gift of all Gifts & Charitable Deduction
Education Funding Alternatives
Charitable Trusts You Should Know
Retirement vs. College Funding: How To Successfully Plan for Both
Charitable Gifting Strategies II: Split Interest Trusts
New Enhancements To Education Funding
Charitable Gifting Strategies I: Outright Gifts During Life
Making Sense of the New Bankruptcy Code and IRA Protections
Umbrella Insurance - Quick and Easy Asset Protection
Protecting Your Assets Before a Lawsuit
Understanding The Letters That Protect Your Money (FDIC and SIPC)
Does Your Asset Protection Plan Have A Hole?
Asset Protection Planning: The Basic Steps
Asset Protection Planning: Keeping What You Have
Social Security Reform - A Few Modest Suggestions
Social Security: Fix It or Lose it!
Social Security Reform in Other Countries Part III
Social Security Primer
Changing Jobs: Smart Moves For Your Pension Plan I
Changing Jobs: Smart Moves For Your Pension Plan II
Changing Jobs: Smart Moves For Your Pension Plan III
Changing Jobs: Smart Moves For Your Pension Plan IV
Introduction: Preparing for Tomorrow's Challenges
What type of investments will my portfolio contain?
Why are individual stocks not used within your client's portfolios?
What is your Investment Philosophy?
Do you specialize in working with any particular type of client?
The Process: Our Only Incentive is Your Mission Success
Account Custody: Maintaining and Protecting Your Organization’s Assets
Account Custody: Maintaining and Protecting Your Plan’s Assets
Account Custody: Maintaining and Protecting Your Assets
Miami Wealth Management By Investors Solutions
In A World Of Madoffs, Remember What Reagan Told Gorbachev About Trust
"Is Your 401(k) Up to the Task?" has been published on the Law Journal Newsletter
Nassim Taleb: In the Investment Biz, Luck Trumps Skill, So Take Your Talent Elsewhere
Retirement and marriage after age 60
Wall Street Quite Frank About Culture of Corruption
Jason was quoted on Structured Products in the CFA Institute Publication
Maximizing Retirement Benefits Between You and Your Spouse
Rebalancing Beats Sector Rotation
Why Saving In Your 401(k) Might Be Horrible For You
Supreme Court upholds the Health Care Mandate. Review the upcoming health care taxes.
Financial Advice for Bullied Bus Monitor Karen Klein
The Real Problem With Facebook's Disaster IPO
Should You Borrow From Your 401(k) To Fund Business?
Pushing Employers to Offer Better Retirement Plans
Get Ready For The Ugly Truth About Your 401(k)
Bill Miller's Unglorious End Points Out Dangers Of Running With The Crowd
Dump Your Company's Stock Out Of Your 401(k)
Forbes published Frank's article "Dump Your Company's Stock Out Of Your 401(k)"
Liquidity Crisis: Too Much of Your Assets in an IRA? Try a 72t
Cold Hard Reality - You Must Save For Retirement
Frank on Forbes: Don't Get Burned by ETNs If There's Another Lehman Catastrophe
Don't Get Burned By ETNs If There's Another Lehman Catastrophe
Save Our Money Market Funds
Investor Solutions featured in AARP The Magazine
Frank featured in a Dow Jones article
Frank on Inside South Florida with Nik Robinson
Investopedia has Published Richard's Article "Additional Streams of Income for Seniors"
How to Avoid Becoming a Wall Street Muppet
Why we will never use ETNs
The Street has Published Frank's Article "Never Spend Your Pension"
On the Money with Steve Pomeranz
The Street has Published Frank's Article "Regular or Roth? Don't Waste the Advantage"
The Street has Published Frank's Article "Investors Must Keep Time on Their Side"
The Street has Published Frank's Article "Who Wants To Be A Millionaire?"
Stocks: Who Needs Them?! (You, If You Want To Retire)
The Starting Gate has a Guest Post by Frank - For Small Business Retirement Plans, Confusion Reigns
SmartMoney has quoted Frank in the article "Advisers Shield Against Inflation"
Trust Beneficiaries for IRAs: Does it Make Sense
Time to Refinance? Mortgage Rates Hit All Time Lows!!
Strategies Today for Higher Taxes Tomorrow
SmartMoney quotes Frank in the article "Maximize Your Payroll-Tax Cut"
Strategies to Max Out Social Security Benefits
My Financial Advisor has Quoted Frank in the Article "Making the Money Last"
Employer Responsibility for Pension Plans
MSNBC's The Bottom Line quotes Jeremy in the article "Facebook may delay IPO filing, WSJ says"
The Fiscal Times quotes Frank in the article "10 Hot Investing Trends for 2012"
Bankrate quotes Jason in the article "Holiday Spending Kept Under Control"
New Regulation Targets Hidden Fees in 401(k) Plans
Investopedia has published Robert's article "Deadlines You Must Meet If You Inherit A Retirement Account"
Factor investing techniques
Don't stretch for yield
Where is Israel's Central Bank looking to invest?
Why do investors make terrible decisions?
Rise and fall of a stock guru
Bankrate quotes Jason in the article "How do you feel about the amount of money you have in savings compared to 12 months ago?"
Making wise personal investment decisions
Investopedia has published Frank's article "Beware of Wall St's Three Big Lies"
Independent Foreclosure Review
Beware of Wall Street's Three Big Lies
Financial Security Index
The "Santa Claus" Effect
Secret Fed Loans Gave Banks $13 Billion Undisclosed to Congress
Morningstar has published Frank's article "Pension Plan Sponsors"
Tips to find a financial adviser
BusinessNewsDaily.com quotes Robert in the article "Safe Harbor 401(k) for Small Business"
Super Committee Failure could resurrect Bush Tax Cuts
Investor Solutions Veteran Scholarship Winner Announced!!!
Investor Solutions Graduate Scholarship
Rhode Island Pension Reforms
Bloomberg quotes Frank in the article "Biggest Investor Mistakes"
Retiring outside of the U.S.
Investopedia has published Jason's article '9 Misconceptions About Managed Futures'
SunSentinel quotes Frank in the article "Pushed into a bad investment?"
Frank hosts New World Symphony musicians for a day
Pension Plan Limitations for 2012
Investopedia has published Robert's article "Top 5 Critical Retirement Plan Mistakes to Avoid"
Additional Stream of Income for Seniors
Pie chart of Debt/Presidents
Morningstar's Interview "Armstrong: Invest for Total Return"
Did You Inherit an IRA or other retirement account in 2010?
Do you sponsor a 401(k)?
Mortgage demand slides despite low loan rates
Stick to Passive Index Funds
Picking managers is a loser’s game
Premium Bonds: Problems And Opportunities
"Implementing an Effective Income Strategy"
"Getting in on an Initial Public Offering"
Frank on Wisconsin Public Radio
Frank will be live on Wisconsin Public Radio
What’s Your Time-to-Bail Number?
New Stream of Income for Seniors
Stocks on Sale
State's pension board
Richard published in Morningstar
John was published in Morningstar
Frank was published in Morningstar
Jeremy was published in Morningstar
Robert published in Morningstar
Jason published in Morningstar
Frank is now a member of the ALM Newsletter Board.
Richard on Financial Impact Factor Radio
Frank becomes ALM newsletter board member
Investopedia has published Frank's article "How to Create an Effective Retirement Income Strategy"
Wall Street Serves Up a New Toxic Product
Morningstar has published Robert's article "Top 5 Critical Retirement Plan Mistakes to Avoid"
Morningstar has published Richard's article "Bush Tax Cut Extension - Might Mean 2 More Years of Tax Free Income"
Richard was on Financial Impact Factor Radio
SunSentinel quotes Frank in the article "5 Questions to Ask Before Contribution to a 401(k) Plan At A New Job"
Bankrate quotes Frank in the article "Do TV Characters Share Your Money Problems?"
CNN Money quotes Frank in the article "Fix Your Money Mistakes: Market Timing"
Black Enterprise Magazing has published Robert's article "Tips on How To Handle Sudden Wealth"
How to Protect Yourself from Today's Most Devastating Investment Scams
"Employer's must bear responsibility for employees pension plans"
Implementing an Effective Retirement Income Strategy
Relax, Your Roth IRA is Safe
Working longer, and longer and longer
Retirement: How long will your money last?
Richard Quoted on PlanSponsor.com
Investor Solutions Named Finalist for the "Good to Great" Awards.
Frank Quoted in Market Watch
Market Watch quotes Frank in the article "Take that tax refund and spend it: Personal finance experts say No; lifestyle coach says Absolutely"
Bond Trading is Notoriously Problematic
When a 401(k) Just Isn’t Enough
Withdrawal Strategy Basics
10 Things About Bonds
10 things you need to know about bonds
Frank was on the On The Money radio show
Blinding glimpse of the obvious
The Wall Street Journal has published Jason's article "On Boomer Retirement Planning"
"The Wall Street Journal Voices: Jason Whitby, On Boomer Retirement Planning"
Frank published in Wall Street Journal's article "On Untainted Advice"
Frank was published in the Wall Street Journal
Nonprofits can benefit from IRA donations
Jose Marti Middle School Takes First Place in Holiday Card Design Contest
W. Scott Simon reviews The Investment Answer
Orange Bowl Regatta Sponsor
Guiltless Girl Scout Cookies
Frank was quoted in the South Florida Business Journal
Frank weighs in at Miami's Art Basel
"Are Index Funds on Track to Become Even Harder to Beat?"
"A Dying Banker's Last Instructions"
"Could the Government Shrink My 401(k) Retirement Account?"
End of Year IRA Checklist
Frank Attends Fisher House Ribbon Cutting
Jason was quoted in the Sun Sentinel article "Your Money Q&A"
An Investment for the Experienced
Fixed Income Risk in Your Portfolio
Strategies to Reduce Taxes on Social Security
401(k) Rule Change
Listen to Frank's WLRN's Topical Currents interview
Are you concerned about being caught in a Ponzi scheme, such as that of the infamous Bernie Madoff?
Relax About Deflation Dude
Investors' Bad Habits
Why Boomers' Retirement Is Different From Their Parents
Net Unrealized Opportunity - The Best Kept Secret In Financial Planning
Should you be worried about deflation?
Listen to Frank's Upcoming Live Interview with Topical Currents’ Joseph Cooper
Frank was Quoted in APR's Marketplace
"Investors have a lot to gain by embracing the total return investment policy, says Frank."
Total Return Investing: A Superior Solution to Generating Reliable Distributions
"The tools used to defraud retirees."
Investor Solutions is proud to be a Gold Level Sponsor for the 2010 U.S Junior Women's Singlehanded Championship.
One reason not to trust bank earnings this quarter…Statement 159.
Don’t be surprised if Obama breaks his promise on middle class tax cuts.
Frank Was Quoted in MarketWatch Article
Frank discusses retirement pitfalls with Morningstar's Christine Benz at the Morningstar Conference.
The Marshall Islands Journal Commends Investor Solutions' Reporting
Can you count on your state pension in retirement?
Frank's work will be featured in a new series
Frank and Gabriele Armstrong recently hosted a day of summer fun for the members of the Miami City Ballet on their boat Cavalier.
Frank's comments at the Morningstar conference were published on FA Magazine and Dow Jones
Frank was quoted in an Associated Press article about annuities and their usefulness or lack there of.
Frank will be speaking at the 2010 Morningstar Investment Conference held in Chicago June 23-25th.
Here is a nice article from Chuck Jaffe about the common mistakes people make when hiring an advisor.
Jason's article on Individual 401(k)s was picked up by Investopedia
Great article on the risk of holding a few ‘good’ dividend stocks and the importance of diversification.
The Hidden Costs of Healthcare Reform
FINRA Board for RIAs?
Investor Solutions Receives MD Preferred Award
Investing Without Delusion" Check out Frank's featured interview on Morningstar
“A must read for retirees struggling to produce enough income from their investments.”
Great article on risk management and asset allocation. Written for all.
Frank was qouted in More Magazine on saving for retirement
Jason's article on IRA Rollovers was picked up by Morningstar
Richard's article on asset location was picked up by Morningstar
Frank was quoted in Wallet Pop
Your Complete Guide to Rolling Over Your 401(K) into an IRA
Should you beware of brand names?
Frank was quoted in the New York Times
Start Saving Early, and Keep an Eye on Shifting Needs
Investor Solutions' Fiduciary Pledge
From 401k withdrawals to payroll taxes
Workers Rise to Lower 401(k) Fees
Library Journal's Best of 2009 Business Books
Employees fight for lower fees in a 401(k) retirement plan
From Roth IRA's to Bankruptcy
The Standard of Care for Investment Advice
WalletPop experts answer your tax questions
Don't Wait for Washington. Fix Your 401(k) Now
Beyond the S&P 500
When to Borrow From Your 401K
Special Presentation at the Greater Miami Chamber of Commerce
Move Your Money
Holiday win for Shenandoah Middle School spreads cheer and educational funds
Ideas to Help Save your Retirement
Investment Advice from an Expert
Bankruptcy and College Savings Questions
How Gen X and Gen Y Can Save for Retirement
Tips on How to Evaluate Your Retirement Plan
Frank Discusses Retirement Planning on "Smart Planet"
Investor Solutions Invests in Students
"Save Your Retirement" Reviewed
How to fix a broken retirement portfolio
Wallet Pop quotes Jason in "Got a personal finance question? Ask our experts"
Frank was quoted in the Motley Fool
Consider this before you buy another stock
New study shows active management adds no value
GrandParents.com quotes Frank in the article "Planning for Retirement"
What to Do with Your 401(k) Now
Planning for Retirement Now
Retirement contributions will stay the same for 2010
Retirement Countdown: What to do (and when)
Renting Beats Home-Buying Remorse After Meltdown
The days of 'buy-and-hold' have gone and went
Investment News quotes Frank in the article "The days of 'buy-and-hold" have gone and went"
Frank Speaks on Wisconsin Public Radio
Inflation! It’s Today’s Big Concern
Moving After Retirement
Regular IRA to Roth IRA
Survival Stories and Lessons from the Crash
Wall Street Journal quotes Frank in the article "Roth 410(k) to Roth IRA a Sound Move"
Playing It Safe Can Hurt Returns
Roth 401(k) to Roth IRA a Sound Move
Frank was quoted on Market Watch
Market Watch quotes Frank in the article "Get in the game- Commertary: Four winning plays for your financial plan"
Don’t Lose Retirement Benefits When Changing Jobs
Listen to Frank's Interview
Listen to Frank discuss retirement topics
Frank spoke on "Wisconsin Public Radio"
What's The Minimum I Need To Retire?
Retirees Head South
Jason's article featured on Yahoo Finance
Frank was quoted in the Sun Sentinel
Sun Sentinel quotes Frank in the article "Careful Planning Will Help Repair Investment, Retirement Portfolios"
DFA Funds had top rated Fixed Income performance last year
“Save Your Retirement” was reviewed on All Business’ website
Frank was quoted in U.S. News
Frank was quoted in The Saturday Evening Post
Frank interviewed on Sun Life Financial (Canada)
Frank was quoted on “During rallies, investor emotions run to extremes”
Jason Whitby hosts a series of free investment workshop at Miami's Main Library.
Business Week quotes Frank in the article "Looking for Yield in All the Safe Places"
Frank was quoted in Business Week
The Wall Street Journal quotes Frank in the article "Advisers ditch 'Buy and Hold' for New Tactics"
Frank was quoted in The Wall Street Journal
Frank quoted in Investment News
Sun Sentinel reviews The Retirement Challenge
Three Whacks and You are Out
The Retirement Challenge reviewed on Market Watch
Intelligent Investing Show
Book Signing Covered by the Miami Herald
We are not making this stuff up
The Fama-French Forum
Book Signing in Coconut Grove
Social Security Options
Why You Will Work Through Retirement
How will Obama fix Social Security?
Legislative Update: Required Minimum Distributions for 2008 and 2009
Surviving in an Era of Cradle to Grave Insecurity!