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Frank Shares His Impressions of The Wolf of Wall Street

And why he thinks the real life Jordan Belfort is lower than pond scum. View this afternoon's segment on Huffpost Live here....

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January 9th Frank Discusses The Wolf of Wall Street on HuffPost Live

Frank will be on Huffpost Live today at 1:00PM (EST) discussing implications and lessons of The Wolf of Wall Street. Tune in here: http://live.huffingtonpost.com/...

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Frank shares some insight in Bankrate's "6 Advantages of Roth IRAs"

"'It allows you to prepay taxes for future generations,' says Frank Armstrong, CFP, principal of Investor Solutions in Miami. 'As an estate planning tool, it's extraordinarily powerful. Grandchildren would receive tax-free income for the rest of their lives; all of the earnings for an extended period of time would be totally tax-free.'" ...

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Dump The Performance Fairy

*As seen on Forbes. Unlike Tinker Bell, who flew around doing nice things, the Performance Fairy robs investors of their rightful gains. Actually, Performance Fairies are gremlins in disguise. By convincing unsuspecting people that it is easy to beat Mother Market, they induce investors to do all kinds of crazy things. Unfortunately, the...

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It's Good To Be King! Retirement Planning For Self Employed

*As seen on Forbes. I’m amazed by the number of successful self employed people that don’t take advantage of available tax favored retirement plans. Like many people, more than a few self employed haven’t saved enough for retirement. But, unlike most corporate types, self-employed with no employees can design almost any kind of pe...

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It's Dividend and Capital Gains Season

Dear Client, It’s the holiday season, which just happens to fall when mutual funds and ETFs are paying out dividends and capital gains. If you are checking your statements every day you might be surprised to see that  on a fund’s  “ex dividend” day the total value of those shares drops by the amount of the dividend. The amount ...

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The Retirement Killer: Volatility

*As seen on Forbes Portfolio failure, meaning you run out of money during retirement, is directly related to volatility. As volatility goes up, the expected failure rate of a portfolio taxed with making withdrawals rises almost exponentially. Unfortunately most retirees don’t appreciate the link between portfolio volatility and running...

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Frank discusses retirement planning in NBC News', "Now's a Good Time to Ponder Your Pension Plans"

"If you're passing the six-month mark after your 59th birthday, Armstrong advises converting traditional IRAs into Roth IRAs, which guarantee tax-free income for life—and beyond—for your beneficiaries." To read the full article click here....

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Turning Wealth Into Income

*As seen on Forbes No retiree ever wants to run out of money. Creating a reliable and sustainable stream of income from their accumulated wealth is their first and most important objective. But, generating income from your wealth is much harder than simply growing it in the first place. It takes a much different investment policy. In te...

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Frank Armstrong Honored by Ronald McDonald House

     Investor Solutions, an independent, fee-only advisory firm, is proud to announce its founder and principal, Frank Armstrong, has been named one of the Ronald McDonald House Charities’ 2014 Twelve Good Men of South Florida. The Twelve Good Men of South Florida honors leading men with a history of outstanding community involvemen...

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