John J. Diak, CFP®Jul 6, 20163 minWealth Transfer in a Low-rate EnvironmentDespite the recent decision by the Federal Reserve to begin raising interest rates, there are still ways to transfer wealth that are best...
John J. Diak, CFP®Jul 5, 20167 minThe Mathematics of InvestingThis report is a handy reference for those who want to calculate their own investment metrics such as yield and annual return. There are...
John J. Diak, CFP®Jul 2, 20162 minWhen Should You Sell an Investment?Buying appropriate securities is only half the story of sound investing. It is also important to be able to "read the signs" and know...
John J. Diak, CFP®Jul 1, 20165 minBenchmarks Gauge Investment MarketsThis report focuses on using market benchmarks to match investments to your financial objectives and needs. The performance of your...
John J. Diak, CFP®Jun 28, 20162 minWill Debt Hinder Your Retirement Outlook?Recent research shows that individuals over age 65 are carrying more debt today than they did a decade ago. How might this reality play...