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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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Smart Beta And The Search For The Elusive Perfect Equity Portfolio

*As seen on Forbes. James Tobin showed us all how to mix the super-efficient equity portfolio with the zero risk asset to form a portfolio that would meet anybody’s need for liquidity or risk tolerance. Tobin defined the super-efficient portfolio as having highest return per unit of risk possible, but he didn’t have any idea what th...

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Frank Discusses Saving for Retirement on The Larry Meiller Show

Frank discusses retirement and investing on Wisconsin Public Radio’s The Larry Meiller Show today. Listen here....

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Building Your Optimum Portfolio

*As seen on Forbes. Somewhere out there is the perfect equity portfolio. Of the infinite number of portfolios you could form, the perfect equity portfolio is the one that generates the highest return per unit of risk. That’s the equity portfolio that everyone in the world would want to own. It wouldn’t matter if they were tycoons or...

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Consumer Eagle Interviews Frank: “Retirement Advice for Peter Pan: Tips for Late Savers”

"Generally, people can claim Social Security when they reach age 62, but Armstrong says that for every year you delay in claiming benefits, there’s an eight percent increase in the amount you collect."  For more of Frank's advice & the full article, click here....

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The Wall Street Journal Interviews Frank: "Your Needs Should Shape Your Investment Portfolio"

"Except for rebalancing, individuals should make changes in their investment portfolio only when their personal circumstances change, not in reaction to market fluctuations, says Frank Armstrong III, an investment adviser in Coconut Grove, Fla." To read the full article, click here....

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Toxic Product Alert: Avoid Equity-Indexed Annuities

*As seen on Forbes. Upside with downside protection. Especially after the unfortunate adventures of 2008-2009 isn’t that what everybody wants? A product touting those features should sell like hotcakes, so naturally Wall Street is just too happy to supply it – Even if the product isn’t very good, it will sell. Which brings us to t...

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The Miami Herald quotes Frank on "Tips on Caring for your Aging Parents"

“There are all kinds of resources available, but they come at a cost, and if your parents didn’t save enough, it’s going to come out of your pocket,” he said. “The average family has only ‘x’ number of dollars, and if you don’t plan in advance, it may mean your kid can’t go to the college you want them to or you may impa...

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