Financial Living Blog

IRAs for Self-Employed Workers

Aug 5, 2020 9:23:46 AM

A common perk of working for a company is a retirement plan. What about if you work for yourself? Will you have a harder time retiring when you decide to call it quits?

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Advance Capital Management Named a 2020 Financial Times Top 300 RIA

Jul 30, 2020 9:31:59 AM

We are pleased to announce Advance Capital Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fourth year in a row that Advance Capital Management has been listed.

“We are again honored to be named a top financial adviser in the U.S. and especially proud to have done it for four consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management.

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

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Forbes 2020 Top Next-Gen Wealth Advisors

Jul 27, 2020 11:45:59 AM

We are pleased to announce two financial advisors – Ryan Sheffer and Terra Hohf – have been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.

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Should You Invest in Individual Stocks?

Jul 21, 2020 10:34:19 AM

One look at the stock market and you wouldn’t think we have experienced a global pandemic and record rise in unemployment. After the end of the second quarter, it was essentially flat for the year.

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When a Roth Conversion Makes Sense

Jul 1, 2020 8:08:16 AM

A Roth IRA provides several advantages in retirement when you start to use your savings for income. Whether you should consider a Roth conversion depends on your current and expected future financial situation, but sometimes also the state of the market and the economy.

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Can You Think Your Way to Wealth?

Jun 22, 2020 3:30:21 PM

For an extraordinary high-achiever like NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His natural athleticism. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a relentless mindset:

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Buyer Beware: How Low Interest Rates Impact Annuities

Jun 10, 2020 1:20:00 PM

If you want the guaranteed income an annuity can offer, make sure the payout is worth the various downsides.

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Preparing for the Economic Recovery

May 18, 2020 10:30:41 AM

And now, for a look toward a better future.

We won’t know the full economic impact of the coronavirus outbreak for quite some time. With more than 30 million people out of work, we know the damage is severe. But we also know that eventually the economy will recover. Economic activity is generally cyclical. Every recession – no matter how deep – has been followed by an expansion.

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Terra Hohf: Named to Forbes Top Women Wealth Advisor List

Apr 23, 2020 12:15:30 PM

Earlier this week, I received some exciting news. Forbes magazine reached out to tell me that I have earned a spot on their 2020 Top Women Advisors list.

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Investing by the Numbers: Are You on Course?

Apr 17, 2020 2:19:07 PM

When put in a stressful situation, it’s easy to resort to our instincts and emotions. Which can be both good and bad. Courage and patience help; fear and hastiness hurt. But what is often most effective is direct, objective information to guide us forward. This is true in all critical situations, whether it’s investing or flying a plane.

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