John J. Diak, CFP®Jul 7, 20153 minIt's 2015: Do You Know Who Your Beneficiaries Are?Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual...
John J. Diak, CFP®Jun 30, 20155 minAnchor Your Portfolio With Index FundsOne of the most basic distinctions between mutual funds is whether the fund manager employs an active or a passive management approach....
John J. Diak, CFP®Jun 23, 20153 minTips for Retooling Your PortfolioLike a closet that isn't reorganized from time to time, a portfolio that isn't reviewed regularly can leave you feeling like the pieces...
John J. Diak, CFP®Jun 16, 20153 minRetirement Confidence: It's All in the PlanAmericans' confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and...