Category Archives: Financial Advisor

Active & Passive Investment Management

Active & Passive Investment Management What do each of these terms really mean? Provided by Ed Grondahl Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particular market climate, one of these two methods may be widely praised, while the other is derided […]

2017 Retirement Plan Contribution Limits

2017 Retirement Plan Contribution Limits Minor inflation means small, but notable, changes for the new year. Provided by Ed Grondahl Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately, no. Annual […]

Stocks & Presidential Elections

Stocks & Presidential Elections What does history tell us – and should we value it? Provided by Ed Grondahl As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market […]