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Blog

Man playing chess
Robert Gentry | Jul 26, 2021

Choose Your Social Security Age with Care - It Could Cost you a Bundle

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retirement
With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive.
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Robert Gentry | Jul 23, 2021

The Importance of an Investment Philosophy

Investments
If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment
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Wallet in man's pocket
Robert Gentry | Jul 20, 2021

Mass 401k Withdrawals Igniting a Crisis of Confidence

Investments
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retirement
A recent survey by HelloWallet has reignited concerns over the future state of retirement in the U.S. The survey reveals that 25 percent of people holding funds
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Robert Gentry | Jul 19, 2021

Planning for the New Normal Retirement

retirement
The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure
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Person using phone
Robert Gentry | Jul 16, 2021

Smaller Investors Can Go to the Head of the Class with Institutional Shares

Investments
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Along with fund performance and risk ratios, expense ratios are a critical factor in determining the potential of funds to outperform the indexes and their
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Hand holding credit card
Robert Gentry | Jul 15, 2021

Why You Should Monitor Your Credit

finance
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Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in
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Old couple sitting on the beach
Robert Gentry | Jul 14, 2021

How to Achieve the Highest Quality of Life in Retirement

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retirement
Today’s retirees are finding that retirement requires at least as much psychological and emotional preparation as it does financial preparation. So, retirement
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Couple sitting with advisor
Robert Gentry | Jul 13, 2021

Why You Need an Investment Coach

Education
Investments
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If you believe some of the world’s greatest investors, such as Benjamin Graham and Warren Buffet, it’s not investments that cause people to lose money; rather
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Piggy bank
Robert Gentry | Jul 12, 2021

Saving Versus Paying Off Debt

retirement
The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial
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Workspace with computer
Robert Gentry | Jul 9, 2021

Warren Buffet Retirement Planning Rules: What Would Warren Buffet Do?

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retirement
Everyone can learn some valuable lessons from Warren Buffet, arguably the most successful investor of all time. Buffet has two strict rules about investing that
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Man on laptop
Robert Gentry | Jul 8, 2021

The Future of Online Banking is Here

finance
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Unquestionably, the Internet has changed everything, making our lives easier and more productive as we cruise at digital speed down the information highway. No
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Stock papers
Robert Gentry | Jul 7, 2021

Self-Attribution Bias Clouds Investor Reality

Investments
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Some, stockbrokers, stock analysts, investment gurus and individual investors will have you believe that investing is an art, requiring nuanced skill and timing
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