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Listen to Frank's Podcast

 Frank was live on Wisconsin Public Radio, Thursday, April 2nd at noon. If you missed it, don't worry you can listen to the recorded podcast here. ...

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Building a Better Portfolio: Returns

*As seen on Forbes Even though investing is a multi-dimensional process, the first step in building your portfolio is understanding what drives investment returns. Fortunately we have so much data that sifting through it yields a treasure trove of insight into how the market works to reward investors for taking risk. Investors demand a ...

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Robert Gordon, one of Miami's 12 Good Men

Robert Gordon will be honored by Ronald McDonald House on March 12th as one of Miami's 12 Good Men in recognition of his tireless service to the community. The Twelve Good Men Luncheon is the premier fundraiser to benefit The Ronald McDonald House Charities of South Florida. The purpose of the event is to honor leading men with a history ...

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Louis L. Feldman, CFP®, JD, CPA has joined our firm

Investor Solutions is pleased to announce that Louis L. Feldman, CFP®, JD, CPA has joined our firm.  In addition to being a Certified Financial Planner, Mr. Feldman is a licensed attorney in the State of Florida where he was admitted to practice law since 1996, and is a Certified Public Accountant.  Mr. Feldman has also received the Pe...

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Frank Forecasts 2015 Asset Allocations on The Wall Street Journal

" 'It doesn’t make sense to chase after yield at the expense of the enormous amount of risk' in owning longer-term bonds, says Mr. Armstrong." To read the full article, click here....

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How Much Income Do You Need in Retirement?

How much retirement income is enough? Here is a brief video that gives you a great place to start. video platformvideo managementvideo solutionsvideo player...

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Monkeying Around

As seen on Forbes. When researchers gave a bunch of monkeys an apple, they were happy. When the researchers gave a different bunch of monkeys two apples, they were happy, but not much more so than the first bunch. But, when the researchers took one of the apples away from the second bunch, they had some seriously unhappy monkeys on their...

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Frank was live on WPR on 9/11/14

Frank spoke about saving today for a comfortable tomorrow, live on Wisconsin Public Radio on September 11th. You can hear the replay by clicking here....

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One of the Top 300 Registered Advisors in America

We are proud to have been selected by Financial Times as one of the Top 300 Registered Advisors in America. The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s re...

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Pitfalls Of The 401(k) Rollover

*As seen on Forbes. The predators are circling. With a tsunami of retirees an entire industry is poised to capture rollovers. With so many juicy targets of opportunity, it shouldn’t surprise you that abuses happen. But, they don’t have to happen to you. As a quick review your choices upon either job changing or retirement boil down...

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