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New Career?

More people are seeing retirement as a chance to start a new career. The trick is being financially independent, making work optional. To read a great article on Yahoo Finance, please click here....

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Frank Quoted in Market Watch

Frank was quoted in the Market Watch's article "Take that tax refund and spend it: Personal-finance experts say no; lifestyle coach says absolutely". To read this article, please click here....

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Market Watch quotes Frank in the article "Take that tax refund and spend it: Personal finance experts say No; lifestyle coach says Absolutely"

Frank was quoted in the Market Watch's article "Take that tax refund and spend it: Personal-finance experts say no; lifestyle coach says absolutely". To read this article, please click here. Back To Top Truetype-Directory is not readable!...

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Bond Trading is Notoriously Problematic

Bond Trading is notoriously problematic even by Wall Street's standards of never giving the investor an even break. Markups, Markdowns and commissions are arbitrary and capricious. The average retail investor simply doesn't have the tools, insight, or economic clout to keep the brokerage houses honest. And, of course, you have to wonder w...

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Withdrawal Strategy Basics

Here is a good recap of withdrawal strategy basics. To read more click here....

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10 things you need to know about bonds

1. Anyone in retirement or close probably needs some bonds in their portfolio. But, retirees and other investors should stop thinking about interest yield, dividends, and other income producing assets and begin thinking of a total return portfolio that can generate an income stream though a combination of growth and income. 2. ...

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Frank was on the On The Money radio show

To listen to the recorded radio show click here....

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Blinding glimpse of the obvious

In a blinding glimpse of the obvious, over last weekend the SEC recommended that Broker Dealers should be held to the same ethical standards as Registered Investment Advisors. Unless I'm missing something, it doesn't seem unreasonable to ask trusted financial advisors to deliver honest and objective advice. For those of you that don't und...

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The Wall Street Journal has published Jason's article "On Boomer Retirement Planning"

Jason was published in The Wall Street Journal's "Voices: Jason Whitby, On Boomer Retirement Planning" to read the article please click here....

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Frank published in Wall Street Journal's article "On Untainted Advice"

Frank was published in the Wall Street Journal. To read "Voices: Frank Armstrong, On Untainted Advice" please click here....

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