What You Should Know Before Taking an "In-Service" Distribution from Your 401(k)
If a financial advisor recommends you do an in-service distribution it may be in THEIR best interest but not YOURS.
Index Annuity "Advisors" Lose Cutter SEC Case, Raising Alarm About "Fiduciary" Advisors Selling Fixed Index Annuities
A recent SEC case against Cutter Financial Group highlights an alarming truth: many investors still don’t understand how an advisor who claims to be a fiduciary can sell annuities and not be held to the best interest standard. The consequences of not understanding this can be costly!
Are Index Investors Overlooking Liquidity Risks?
Could index funds be forced to sell certain stocks because they've become too big?
Zach Palmer Quoted in Barron's on Power of Tax Loss Harvesting
A silver lining of a declining market is tax loss harvesting. Zach Palmer of Ark Royal was recently quoted in Barron's discussing how we help clients make the most of this strategy.
Can You Trust Coach Pete D'Arruda and Capital Financial Advisory Group?
If you live in the Triangle, you’ve likely heard of Capital Financial Advisory Group and its founder, Pete D’Arruda, aka “Coach Pete.” Capital Financial Advisory Group spends a ton of money buying radio and TV time, but behind the heavy marketing lies a reality that every investor should know—especially if you’re considering entrusting them with your retirement. Let’s take a closer look at what we’ve uncovered about Capital Financial and why you may want to think twice.