Tag Archives: VIP Advisors

Why Rollover a 401(k)?

Should you keep your old 401(k) with your Former Employer or roll it over into an IRA? Roll it Over! If your former employer is struggling financially, you should rollover your 401(k). If your 401(k) is in a single mutual … Continue reading

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Retirement Choreography

Dancing with the Stars My wife diligently watches “Dancing with the Stars” each week. I found myself wondering what makes people watch this TV Show, and I realized it’s just like a sporting event. Each week the contestants come out … Continue reading

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Duty of An Investment Advisor

WHAT DOES IT MEAN TO BE A FIDUCIARY? According to The Investment Adviser Association’s Standards of Practice, “As a fiduciary, an investment adviser has an affirmative duty of care, loyalty, honesty and good faith to act in the best interests … Continue reading

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