Financial Living Blog

Market Update: Assessing the Potential of an Economic Recovery

Oct 22, 2020 7:49:41 AM

Advance Capital Management’s president and chief investment officer, Christopher Kostiz, provides his key economic and market insights from the most recent quarter.

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6 Crucial Financial Steps for Couples in Case One Spouse Dies

Oct 14, 2020 12:03:11 PM

One of life’s greatest joys is to plan for a future with someone you love. But no plan is complete without planning for what could go terribly wrong. For married couples, that is often the loss of the other.

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What Every Investor Needs to Know About Investment Fees

Oct 7, 2020 9:41:39 AM

Here’s a quick, easy mental exercise: How close to the dollar can you recall your recurring expenses (mortgage, car, electricity, etc.). You’re probably on the money or close for most of them. But, how about for your investment fees? Is that a little harder?

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Where to Get Financial Advice – the Good and Bad

Sep 30, 2020 9:34:12 AM

Ask a friend or relative how much money they make, you’re likely met with silence. But ask for an investment tip and seemingly everyone opens right up – for better or worse.

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Finding Old AT&T Retirement Benefits

Sep 23, 2020 1:57:56 PM

These days, it is rare for someone to spend their career in one place. Most people jump around, leaving for a higher salary or winning work culture, much like professional athletes. There is nothing wrong with trying to better yourself, but it can come with a downside when you’re ready to hang it up: finding all of your old retirement benefits.

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One of Barron’s Best RIAs – What Makes a Top Adviser?

Sep 17, 2020 9:34:00 AM

Last week, Advance Capital Management was named to the Barron’s list of America’s Best RIAs. We are honored and grateful to our clients for making this possible.

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Is Your Portfolio Truly Diversified? Here’s How to Tell.

Sep 10, 2020 9:31:15 AM

It doesn’t take psychic powers to become a successful investor. In fact, the better way to invest is by acknowledging the fact you can’t predict the future. The trick is diversification, which is the investment strategy of owning a mix of investments in your portfolio.

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5 Key Advantages of HSAs for Retirement

Sep 2, 2020 12:01:37 PM

MacGyver was resourceful, as you are resourceful.

The plucky polymath from the action-packed TV show could take any household items at his disposal – paperclips, a piece of chewing gum, some Duct tape, a Swiss Army Knife – and build a highly effective device to save the day. Similarly, as you plan for retirement, you essentially have to assemble various assets to create an effective, sustainable income stream.

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Our Chance to Combat Financial Illiteracy in America

Aug 27, 2020 9:24:07 AM

By Vince Vitale

What does it mean to be financially literate?

I bet most people will say it’s simply the ability to manage one’s own finances. That is something most Americans struggle to do.

Consider these remarkable statistics of  personal financial health in America:

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3 Facts on Why Investors Shouldn’t Worry about the 2020 Election

Aug 20, 2020 11:48:27 AM

We all know 2020 has been anything but normal. In a time of a global pandemic, economic recession, social unrest and high political partisanship, this year’s presidential election is unlikely to follow any type of script either. On top of what it may mean for the country’s future, you are probably wondering what it could mean for your portfolio and financial goals.

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