What is the Difference between a Broker and an Investment Advisor?
[vc_row][vc_column][vc_column_text]A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker […]
Roth IRA Conversions
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 […]
What Is Inflation and Why Should You Care About It?
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The […]
Exchange-Traded Funds: Do They Belong in Your Portfolio?
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and […]
Saving for College
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and […]
Changing Jobs? Take Your 401(k) and Roll It
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s […]
Setting and Targeting Investment Goals
[vc_row][vc_column][vc_column_text] Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money […]
Should You Pay Off Your Mortgage or Invest?
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many […]
Retired or Near Retired… Market Risk Takes On a Whole New Meaning
Terry L. Norris, CFP®, CLU, ChFC President & Founder Norris Financial Group, LLC 864.235.6408 terry.norris@norrisfinancialgroup.com Often times we have heard the phrase, […]
Key Numbers for 2015: Tax Figures at a Glance
Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. […]
Inflation and Bonds: The Ups and Downs
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because […]
US Misery Index
The Misery Index was created by Arthur Okun, an economist and adviser to President Lyndon Johnson. It is calculated by adding the unemployment […]