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Blog

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Robert Gentry | Jul 6, 2021

How to Create Order out of Chaos with Your Financial Records

finance
It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Robert Gentry | Jul 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Laptop and glasses on desk
Robert Gentry | Jul 2, 2021

Rollovers Series - should I or should I not roll-over?

Investments
Premium
When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move - everything except your employer
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Line of houses
Robert Gentry | Jul 1, 2021

Home Equity Loan Vs Home Equity Line of Credit – Which is Right for You

finance
Premium
With home values finally recovering from their steep declines of the last half decade, and interest rates still hovering around their historic lows, homeowners
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Robert Gentry | Jun 30, 2021

Managing Investment Risks

Investments
Risk Management
In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future
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Robert Gentry | Jun 29, 2021

How to Work with an Investment Advisor

Investments
Premium
When it comes to working with an investment advisor, the value you receive is based in the quality of the relationship you establish and his or her ability to
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Robert Gentry | Jun 28, 2021

The Keys to Building Wealth

Investments
For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure
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Robert Gentry | Jun 25, 2021

What You Need to Know About Social Security

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retirement
Social Security was never intended to be an income source that could support you in retirement. Rather, its sole purpose was to provide a safety net for people
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Robert Gentry | Jun 23, 2021

For Long-Term Investors Fees Really Do Matter

Investments
The efficient markets hypothesis implies that no active investor can consistently beat the market over long periods of time, except by chance. Yet active
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Robert Gentry | Jun 21, 2021

Why Financial Planning is an Absolute Necessity for Everyone

finance
Premium
It wasn’t long ago that financial planning was thought of as a discipline that only applied to the very wealthy. Most people didn’t feel the need to plan, and
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Robert Gentry | Jun 18, 2021

Three Key Elements to Early Retirement Success

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retirement
With the long financial nightmare of the recession and financial crisis shrinking in the memories of those who endured it, Americans are, once again, setting
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Robert Gentry | Jun 17, 2021

Benchmarking Mutual Funds: Are You Missing the Mark?

Investments
Premium
As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing
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