Time to get out of the 70’s!

We’ve been talking about the antiquated 403(b) sales system in PA school districts for years. The Investment News article provides a good summary of the resulting consequences for all teachers – poor products, high costs, lack of fiduciary representation, and no...

read more

Crash Proof Retirement Exposed

I’m sure you have heard the radio commercials that speak to the fears of investors – especially those who lost money during the financial crisis in 2008/2009. Of course, the only ones who lost were the ones who got overly emotional and sold out. Phil Cannella is a...

read more

403(b) Fee’s Beware, Please?

We thought you might be interested in reading the following article by New York Times columnist Tara Siegel Bernard on 403(b) fees.  The article raises a number of issues that we have been talking about for many years: Teachers are being ripped off by 403(b) products...

read more

Market has gone higher, we urge CAUTION!

A couple of weeks ago the Dow hit 20,000! At the time we wrote the following blog post to inform you of the danger in paying too close attention to those on TV and the internet who claim to be experts on when to get in and out of the markets. We thought you might...

read more