Investments

Reuters: Fidelity sued over management of employees’ 401(k) plan

“Employees of Boston-based Fidelity have sued the financial services giant alleging that it loaded their $15 billion retirement plan with the company’s own mutual funds, saddling it with excessive fees and poor returns. Filed on Wednesday in Boston federal court, the proposed class action said Fidelity’s alleged mismanagement cost participants in the 401(k) plan more…

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WE WON BEST INVESTMENT FIRM IN AUSTIN!

Austin First Financial is the parent company of The Retirement Instructor. I founded Austin First Financial, Inc in 1999 to aid Austin residents with their retirement planning. Since then, The Retirement Instructor was founded for my adult education classes. The Austin American Statesman & Austin360 polled the Austin community and they discovered that Austin First…

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Artifical Intelligence Can Improve Your Retirement Investment Strategy

Solomon API is a Powerful AI Investment Tool Solomon API is an artificial intelligence tool for global economic research. Solomon utilizes quantitative modeling and real-time global data assimilation to present you with data in an easy-to-process format. In addition, Solomon utilizes translation to help investors capture bull market opportunities and avoid severe market corrections. Solomon…

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Do I Need to Pivot My Investment Strategy?

2018 Started off Strong The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news.1 Is Economic Change Coming? The bad news is…

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Our Robust Financial Reporting Solution

Complimentary Access to RightCapital’s Financial Planning Software You get free access to RightCapital when you sign up for a complimentary appointment with us (Call to Schedule). After being in business for only 18 months, RightCapital already had $1.6 million in funding and was ranked #1 by users in the 2017 Annual Software Survey conducted by…

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How Do Politics Affect Your Financial Portfolio?

Political Legislation Affects Our Economy: Whether it’s a new tweet by the president, or something more controversial, politics has an impact on the way people manage their investments. However, even in times of political unrest, the stock market has remained relatively resilient. Recently, the market has successfully weathered political climates that had the potential to…

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Should I Become a Senior Entrepreneur?

What is it Like to Be a Senior Entrepreneur? Rob Horken — owner of Rob’s Rod Repair and Custom-Built Fishing Rods — supplements his retirement income by building custom-made fishing rods. An avid, lifelong fisherman in East Grand Forks, Minnesota, Rob’s rods are like individual works of art. They have become a popular choice in…

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Artificial Intelligence For Your Financial Portfolio

Artificial Intelligence Has Potential to Improve Portfolio Management 1. AI Can Improve the Accuracy of Investment Decisions Without AI, finance relies on researchers with limited time, memory and information. This contrasts greatly with an artificial intelligence tool that utilizes historical databases of financial products and can sort through the web for complimentary information. Artificial Intelligence…

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